Hybrid Wealth Advisor — Client-Centric Growth & Benefits

Placements24; Midrand; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive base + commission

Medical & retirement benefits

Professional development

Hybrid work model

Job summary

Placements24 is partnering with a prominent financial institution in Midrand to recruit a client-focused Financial Advisor. You will help clients achieve their financial goals through tailored advice, investment strategies, and a strong emphasis on service.

The role requires a related degree and at least 3 years of advisory experience, with a proven track record of meeting targets. A hybrid work model, competitive base salary with commission, medical and retirement benefits are offered.

Qualifications

• Bachelor-level degree in Finance, Economics, or related field.
• Minimum 3 years of experience in financial advisory or wealth management.
• Strong knowledge of investment vehicles, retirement planning, and insurance products.

Responsibilities

• Conduct in-depth financial needs analysis for clients, identifying goals such as retirement planning, investment growth, and risk management.
• Develop and present personalized financial plans, recommending investment products, insurance, and savings strategies.
• Build and nurture long-term client relationships through regular communication and proactive engagement.
• Stay updated on market trends and new financial products to provide current advice.
• Ensure compliance with regulatory requirements and company policies in financial planning and client interactions.

Skills

Client relationship building

Communication

Presentation skills

Sales targeting

Education

Tertiary qualification in Finance or Economics

Job description

Placements24 is partnering with a prominent financial institution in Midrand to recruit a client-focused Financial Advisor. You will help clients achieve their financial goals through tailored advice, investment strategies, and a strong emphasis on service.

The role requires a related degree and at least 3 years of advisory experience, with a proven track record of meeting targets. A hybrid work model, competitive base salary with commission, medical and retirement benefits are offered.