Remote Wealth Advisor — Planning, Investments & Growth

Placements24; Upington; Hybrid; ZAR 350,000 - 750,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Remote work

Job summary

Placements24 is seeking a motivated Financial Advisor to join a growing remote team in South Africa. You will deliver comprehensive financial planning, investment advice, and wealth management to individuals and families, helping them reach long-term goals.

You will conduct portfolio reviews, propose retirement and estate strategies, and stay informed on market trends while maintaining strong client relationships.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• CFP/CFA certifications are highly preferred.
• Proven experience as a Financial Advisor or wealth management role.
• Strong knowledge of investment products and planning principles.

Responsibilities

• Develop personalized financial plans for clients based on goals and risk tolerance.
• Recommend and implement investment strategies and asset allocation.
• Provide advice on retirement planning, education savings, insurance, and estate planning.
• Conduct regular reviews of client portfolios and financial plans.
• Stay current with market trends and new financial products and regulations.
• Build and maintain strong relationships with clients as primary contact.

Skills

Financial planning

Investment advisory

Client relationship management

Sales

Regulatory knowledge

Analytical skills

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a motivated Financial Advisor to join a growing remote team in South Africa. You will deliver comprehensive financial planning, investment advice, and wealth management to individuals and families, helping them reach long-term goals.

You will conduct portfolio reviews, propose retirement and estate strategies, and stay informed on market trends while maintaining strong client relationships.