Hybrid Wealth Advisor - Retirement & Estate Planning
Placements24
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Benefits offered by this job
Job summary
Placements24 in Paarl, Western Cape, is seeking a dedicated Financial Advisor to join their wealth management team. You will build long-term client relationships and tailor advice on investments, retirement planning, insurance, and estate planning in a hybrid work setting.
You will stay informed on market trends and regulatory changes, collaborate with accountants and attorneys, generate new business through referrals, and help clients achieve financial security with ethical, client-focused
Qualifications
- Experience in financial planning and advisory services.
- Strong knowledge of investments, retirement, insurance, and estate planning.
- Ability to build a client portfolio and meet sales targets.
Responsibilities
- Develop personalized financial plans based on client goals.
- Provide investment, retirement, insurance, and estate planning advice.
- Build and retain a loyal client base through excellent service.
- Identify cross-selling opportunities and generate new business.
- Ensure compliance with financial regulations and documentation.
Skills
Education
Tools
Job description
Placements24 in Paarl, Western Cape, is seeking a dedicated Financial Advisor to join their wealth management team. You will build long-term client relationships and tailor advice on investments, retirement planning, insurance, and estate planning in a hybrid work setting.
You will stay informed on market trends and regulatory changes, collaborate with accountants and attorneys, generate new business through referrals, and help clients achieve financial security with ethical, client-focused
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