Remote Wealth Advisor: Planning, Investments & Retirement

Placements24; Klerksdorp; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based earnings

Medical aid

Retirement fund contributions

Remote work

Professional development

Job summary

Placements24 in Klerksdorp, North West, seeks a personable Financial Advisor to deliver tailored financial planning services to individuals and families. You will assess client goals and craft strategies covering wealth management, investments, retirement, and insurance, while leveraging a remote work option to support clients in the North West province.

The role emphasizes client relationships, expert guidance, and compliance with financial regulations, with ongoing professional development

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Proven experience as a Financial Advisor or similar client-facing planning role.
• Certifications and licenses such as CFP and RE5 are essential.
• Strong knowledge of financial planning, investment products, and market dynamics.
• Excellent communication and client relationship management skills.
• Ability to work autonomously in a remote capacity.

Responsibilities

• Conduct in-depth financial needs analysis and develop personalized financial plans.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Research and recommend suitable financial products based on client objectives and risk tolerance.
• Monitor client portfolios and adjust plans as market conditions change.
• Maintain strong client relationships through regular communication and proactive service.
• Ensure compliance with financial regulations and ethical standards.

Skills

Financial planning

Client relationship management

Communication skills

CFP

RE5

Education

Bachelor's degree in Finance, Economics, Business

Job description

Placements24 in Klerksdorp, North West, seeks a personable Financial Advisor to deliver tailored financial planning services to individuals and families. You will assess client goals and craft strategies covering wealth management, investments, retirement, and insurance, while leveraging a remote work option to support clients in the North West province.

The role emphasizes client relationships, expert guidance, and compliance with financial regulations, with ongoing professional development