Remote Senior Wealth Advisor - Investment & Planning Leader

Placements24; Bloemfontein; Ibrido; ZAR 900.000 - 1.400.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive commission

Base salary with bonus opportunities

Health, dental, and vision insurance

Retirement plan

Remote-friendly environment

Descrizione del lavoro

Placements24 represents a distinguished wealth management firm seeking a Senior Financial Advisor to join their remote advisory team. You will deliver comprehensive planning and investment management for high-net-worth clients, building a practice from anywhere.

You will develop personalized strategies, manage portfolios, mentor junior advisors, and collaborate with specialists. This remote-first role requires deep market knowledge, strong relationships, and fiduciary commitment.

Competenze

• Bachelor's degree in Finance, Economics, or related field.
• CFP or CFA certification or equivalent.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record in client relationships and business development.
• In-depth knowledge of investment strategies, products, and estate planning.
• Strong regulatory knowledge for financial advisory services.
• Excellent communication and presentation skills.
• Proficiency with financial planning software and CRM systems.
• High ethical standards and commitment to fiduciary duty.
• Ability to work independently in a remote setting.

Mansioni

• Develop tailored financial plans including retirement and investments.
• Analyze client needs and provide strategic financial advice.
• Manage client portfolios aligned with risk goals.
• Identify and pursue new client acquisition opportunities.
• Build long-lasting client relationships with exceptional service.
• Stay updated on market trends and regulatory changes.
• Collaborate with tax and legal specialists for comprehensive solutions.
• Ensure compliance with industry regulations and firm policies.
• Prepare performance reports and conduct client reviews.
• Mentor junior advisors and share knowledge with the team.

Conoscenze

Client relationships

Financial planning

Wealth management

Communication skills

Independent/remote work

Formazione

Bachelor's degree in Finance/Economics/Business Admin

CFP/CFA certification

Strumenti

Financial planning software

CRM systems

Descrizione del lavoro

Placements24 represents a distinguished wealth management firm seeking a Senior Financial Advisor to join their remote advisory team. You will deliver comprehensive planning and investment management for high-net-worth clients, building a practice from anywhere.

You will develop personalized strategies, manage portfolios, mentor junior advisors, and collaborate with specialists. This remote-first role requires deep market knowledge, strong relationships, and fiduciary commitment.