Remote Senior Wealth Advisor for High-Net-Worth Clients

Old Mutual Life Assurance Company (Sa) Ltd (Pfa); South Africa; Remote; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Private medical insurance

Retirement fund

Advanced training & certifications

Remote career with autonomy

Uncapped commission

Job summary

Old Mutual Life Assurance Company (Sa) Ltd (Pfa) is seeking a Senior Financial Advisor for a fully remote advisory role serving clients nationwide in South Africa. The position emphasizes comprehensive wealth management, investment planning, retirement and estate planning.

You will build long-term client relationships, deliver tailored financial solutions, mentor junior advisers, and collaborate with specialists.

Qualifications

• 8+ years of experience as a Financial Advisor with wealth management focus.
• CFP or equivalent qualification is essential.
• Strong communication, presentation and interpersonal skills.
• Experience with remote work and virtual collaboration tools.
• Bachelor's degree in Finance, Economics, Business or related field.

Responsibilities

• Provide expert financial planning and wealth management advice to clients, including investments, retirement, estate planning.
• Develop customized financial strategies tailored to client goals and risk profiles.
• Proactively identify and cultivate new client relationships through networking and lead generation.
• Manage and grow a portfolio of high-net-worth clients with high satisfaction and retention.
• Conduct market research to stay abreast of economic trends and opportunities.
• Prepare comprehensive financial plans and client presentations.
• Ensure compliance with financial regulations and industry standards.
• Collaborate with tax advisors and estate attorneys to deliver holistic solutions.
• Utilize financial planning software and CRM systems to manage client data.
• Mentor and guide junior financial advisors in the remote team.

Skills

Wealth management

Client relationship management

Financial planning

Sales targets

Remote collaboration

Communication skills

Analytical thinking

Ethical conduct

Education

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

CFP certification

Tools

CRM systems

Financial planning software

Job description

Old Mutual Life Assurance Company (Sa) Ltd (Pfa) is seeking a Senior Financial Advisor for a fully remote advisory role serving clients nationwide in South Africa. The position emphasizes comprehensive wealth management, investment planning, retirement and estate planning.

You will build long-term client relationships, deliver tailored financial solutions, mentor junior advisers, and collaborate with specialists.