Hybrid Wealth Advisor — Custom Financial Planning & Growth

Placements24; Sandton; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive salary & commission

Health insurance

Retirement plan

Training & development

Hybrid work model

Job summary

Placements24 in Sandton is seeking a client-centric Financial Advisor to join our prestige wealth management team. You will develop personalized financial plans, offer investment guidance, and nurture long-term client relationships to help achieve goals.

The role requires deep knowledge of markets, products, and regulatory requirements, with excellent communication and interpersonal skills. Hybrid work in Sandton and ongoing professional development support ambitious advisory careers.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or FAIS license or equivalent qualification.
• Proven experience in a Financial Advisor or client-facing financial role.
• Strong knowledge of investment vehicles and market dynamics.
• Excellent communication, interpersonal and analytical skills.

Responsibilities

• Assess clients' financial situations and goals through consultations.
• Develop and present tailored financial plans (investments, retirement, estate).
• Recommend appropriate financial products and services (mutual funds, stocks, bonds, insurance).
• Monitor portfolios and adjust based on market conditions and client objectives.
• Ensure compliance with financial regulations and ethical standards.
• Build long-lasting client relationships.

Skills

Client relationship management

Financial planning

Investment knowledge

Regulatory compliance

Communication

Education

Bachelor's degree in Finance/Economics/Business

CFP/FAIS license

Job description

Placements24 in Sandton is seeking a client-centric Financial Advisor to join our prestige wealth management team. You will develop personalized financial plans, offer investment guidance, and nurture long-term client relationships to help achieve goals.

The role requires deep knowledge of markets, products, and regulatory requirements, with excellent communication and interpersonal skills. Hybrid work in Sandton and ongoing professional development support ambitious advisory careers.