Remote Financial Advisor

Placements24; Vereeniging; Hybrid; ZAR 500,000 - 900,000; Full time

Benefits offered by this job

Remote work

Health benefits

Paid time off

Training and development

Competitive salary + commission

Job summary

Placements24 is seeking a dedicated Remote Financial Advisor to provide expert financial guidance and wealth management services from a fully remote setup. You will build enduring client relationships, assess goals, develop personalized investment, retirement, and estate plans, monitor portfolios, and ensure compliance while delivering outstanding virtual service.

With 5+ years of experience in financial planning and advisory services, you will utilize advanced planning tools to tailor solutions

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• CFP, Series 7 and/or Series 65 certifications are required or in progress.
• Minimum of 5 years of experience in financial planning and advisory services.

Responsibilities

• Provide comprehensive financial planning services, including investment, retirement, and insurance advice, virtually.
• Conduct client discovery meetings to understand financial needs, risk tolerance, and goals.
• Develop and present personalized financial plans and investment strategies to clients.
• Monitor client portfolios and make recommendations for adjustments based on market conditions and client objectives.
• Ensure compliance with all industry regulations and company policies for remote financial advice.
• Proactively engage with clients to provide ongoing support and relationship management.

Skills

Financial planning

Client relationship management

Virtual client engagement

Investment strategies

Retirement planning

Communication skills

Education

Bachelor's degree in Finance, Business, or related field

CFP

Series 7

Series 65

Tools

Financial planning software

Remote communication tools

Job description

About the Role

Our client is seeking a dedicated and client-focused Remote Financial Advisor to provide expert financial guidance and wealth management services. In this fully remote position, you will build and maintain strong relationships with clients, understand their financial goals, and develop personalized strategies for investments, retirement planning, and estate management. You will leverage technology to deliver exceptional service and advice, ensuring clients achieve their long-term financial objectives. This role is ideal for a seasoned professional who excels at virtual client engagement and has a passion for helping individuals build financial security.

Key Responsibilities

• Provide comprehensive financial planning services, including investment, retirement, and insurance advice, virtually.
• Conduct client discovery meetings to understand financial needs, risk tolerance, and goals.
• Develop and present personalized financial plans and investment strategies to clients.
• Monitor client portfolios and make recommendations for adjustments based on market conditions and client objectives.
• Ensure compliance with all industry regulations and company policies for remote financial advice.
• Proactively engage with clients to provide ongoing support and relationship management.

Requirements

• Bachelor's degree in Finance, Business, or a related field; relevant professional certifications (e.g., CFP, Series 7, Series 65) are required.
• Minimum of 5 years of experience in financial planning and advisory services.
• Proven track record of successfully managing client relationships and achieving financial goals.
• Strong understanding of investment products, retirement planning, and insurance solutions.
• Exceptional communication, interpersonal, and virtual client engagement skills.
• Proficiency with financial planning software and remote communication tools.

Benefits

• Competitive salary and commission structure rewarding client acquisition and retention.
• 100% Remote work environment providing ultimate flexibility.
• Comprehensive health, dental, and life insurance benefits.
• Paid time off and holidays.
• Ongoing training and support for maintaining professional credentials.