Remote Senior Wealth Advisor - High-Net-Worth Planning

Placements24; Klerksdorp; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Private medical insurance

Retirement fund

Remote work flexibility

Job summary

Placements24 is seeking an experienced Senior Financial Advisor to join a remote advisory team serving clients nationwide in South Africa. You will provide comprehensive wealth management, including investments, retirement and estate planning for high-net-worth clients.

The role emphasizes building long-term client relationships, proactive client acquisition, and collaboration with specialists. A CFP or equivalent qualification and 8+ years of experience are required, with a remote-first culture

Qualifications

• CFP or equivalent qualification is essential.
• 8+ years of experience as a Financial Advisor with wealth management focus.
• Strong knowledge of investments, retirement planning and risk management.
• Experience in remote work and using virtual collaboration tools.

Responsibilities

• Provide wealth management advice including investments, retirement and estate planning.
• Develop customized financial strategies aligned with client goals and risk profiles.
• Identify and cultivate new client relationships through networking and leads.
• Manage and grow a portfolio of high-net-worth clients with high satisfaction and retention.
• Conduct market research to stay informed on 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 for holistic solutions.
• Utilize planning software and CRM to manage client data and progress.
• Mentor junior advisors within the remote team.

Skills

Wealth management

Financial planning

Client relations

Lead generation

Remote collaboration

Education

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

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking an experienced Senior Financial Advisor to join a remote advisory team serving clients nationwide in South Africa. You will provide comprehensive wealth management, including investments, retirement and estate planning for high-net-worth clients.

The role emphasizes building long-term client relationships, proactive client acquisition, and collaboration with specialists. A CFP or equivalent qualification and 8+ years of experience are required, with a remote-first culture