Remote Wealth Advisor | Build Your Practice & Grow

Placements24; Vereeniging; Hybrid; ZAR 420,000 - 720,000; Full time

Benefits offered by this job

Competitive commission structure

Performance bonuses

Training & development

Flexible remote work

Access to planning tools

Reputable firm in Vereeniging

Job summary

Placements24 is seeking a remote-first Financial Advisor to deliver wealth management and insurance solutions across South Africa. You will assess client needs, craft personalized financial plans, and guide investment and insurance selections while maintaining strong client relationships.

The role emphasizes autonomy, ongoing training, and growth within a flexible work environment, with a focus on building a sustainable practice in Vereeniging and beyond.

Qualifications

• Requires relevant tertiary qualification (e.g., BCom, CFP designation) and RE5 regulatory exam.
• Minimum 3 years in financial advisory, wealth management, or related field.
• Proven track record of meeting sales targets and building a client base.
• Strong knowledge of investment products, insurance solutions, and financial planning.
• Excellent interpersonal, communication, and presentation skills.
• Proficient with financial planning software and digital tools; able to work remotely.

Responsibilities

• Conduct thorough financial needs analyses to understand goals, risk tolerance, and financial situation.
• Develop and present customized financial plans, including investments, retirement, and risk management.
• Recommend and facilitate sales of investments and insurance products.
• Build and maintain long-term client relationships with regular communication.
• Stay updated on market trends, economic conditions, and regulatory changes affecting planning.
• Ensure compliance with financial services regulations and industry standards.

Skills

Client relationship management

Sales experience

Communication skills

Remote work adaptability

Education

BCom

CFP designation

Tools

CRM software

Financial planning software

Job description

Placements24 is seeking a remote-first Financial Advisor to deliver wealth management and insurance solutions across South Africa. You will assess client needs, craft personalized financial plans, and guide investment and insurance selections while maintaining strong client relationships.

The role emphasizes autonomy, ongoing training, and growth within a flexible work environment, with a focus on building a sustainable practice in Vereeniging and beyond.