Remote Financial Advisor | Wealth Planning & Insurance

Momentum; South Africa; Remote; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Base salary + commission structure

Health, dental, and vision insurance

Retirement savings plan

Professional development and training

Flexible remote work

Job summary

Momentum is seeking a Remote Financial Advisor to join its expanding advisory team. Serve clients nationwide from a remote location, crafting personalized financial plans and investment strategies to help clients reach long‑term financial goals.

The role emphasizes client-first service, expert guidance in investments, retirement, and estate planning, with strong communication skills and proficiency in remote financial software and CRM tools.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Certifications such as CFP, Series 7, and Series 65 (or ability to obtain).
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong understanding of investment products, financial markets, and retirement planning strategies.
• Excellent communication, interpersonal, and client relationship management skills.
• Proficiency with financial planning software and CRM systems, adapted for remote work.

Responsibilities

• Assess clients' financial situations, including income, expenses, assets, and liabilities.
• Develop personalized financial plans encompassing investment, retirement, insurance, and estate planning.
• Provide expert advice on investment strategies and manage client portfolios to align with risk tolerance and goals.
• Educate clients on financial products and market trends to empower informed decision‑making.
• Build and maintain long‑term relationships with clients through regular communication and reviews.
• Ensure compliance with all industry regulations and company policies in a remote environment.

Skills

Communication skills

Interpersonal skills

Client relationship mgmt

Education

Bachelor's degree in Finance, Economics, Business

Tools

CRM systems

Financial planning software

Job description

Momentum is seeking a Remote Financial Advisor to join its expanding advisory team. Serve clients nationwide from a remote location, crafting personalized financial plans and investment strategies to help clients reach long‑term financial goals.

The role emphasizes client-first service, expert guidance in investments, retirement, and estate planning, with strong communication skills and proficiency in remote financial software and CRM tools.