Remote Financial Advisor - Plan, Grow, Secure Futures

Old Mutual Limited; Tzaneen; On-site; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Remote position

Health, dental, and vision insurance

Professional development support

Access to advanced planning tools

Job summary

Old Mutual Limited in South Africa invites a dedicated Financial Advisor to join our fully remote team, delivering comprehensive financial planning for clients across locations. You will assess client situations and develop tailored strategies for investments, retirement, and wealth accumulation.

The ideal candidate holds a Bachelor's in Finance with CFP or Series 7/66 desirable, at least 3 years of experience, and strong remote communication skills.

Qualifications

• Bachelor's degree in Finance or related field required.
• CFP certification or Series 7/66 desirable.
• 3+ years in financial planning or client-facing role.
• Knowledge of investment products and retirement planning.
• Strong remote communication and interpersonal skills.
• Experience with financial planning software and virtual meetings.

Responsibilities

• Conduct in-depth client consultations to understand financial needs, goals, and risk tolerance.
• Develop and present comprehensive financial plans including investments and retirement strategies.
• Recommend suitable financial products based on client objectives.
• Monitor client portfolios and provide performance updates.
• Stay current with financial markets, economic trends, and regulations.
• Build and maintain relationships with a remote client base through effective communication.

Skills

Financial planning

Client consultations

Remote communication

Portfolio monitoring

Education

Bachelor's degree in Finance

CFP certification

Series 7/66 certification

Tools

Financial planning software

Job description

Old Mutual Limited in South Africa invites a dedicated Financial Advisor to join our fully remote team, delivering comprehensive financial planning for clients across locations. You will assess client situations and develop tailored strategies for investments, retirement, and wealth accumulation.

The ideal candidate holds a Bachelor's in Finance with CFP or Series 7/66 desirable, at least 3 years of experience, and strong remote communication skills.