Senior Financial Advisor

Placements24; Vereeniging; On-site; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Health insurance

Bonuses

Professional development

Job summary

Placements24 in Vereeniging seeks a Senior Financial Advisor to join its wealth team. You will build and manage a portfolio of high-net-worth clients, delivering tailored investment, retirement, and estate planning strategies.

The role demands fiduciary integrity, strong client relations, and a proven sales track record within a client-centric, growth-oriented firm that offers robust planning tools and development opportunities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; CFP certification required.
• Minimum 7 years in financial planning and wealth management.
• Proven track record managing client portfolios and meeting sales targets.
• Knowledge of investment products, retirement planning, and tax implications.
• Excellent communication and client relationship skills.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Analyze clients' financial situations, risk tolerance, and objectives.
• Advise on investments, insurance, and annuities.
• Build and maintain long-term relationships with high-net-worth clients.
• Stay updated on market trends and regulatory changes.
• Achieve and exceed sales and client acquisition targets.

Education

Bachelor's degree in Finance or Economics

CFP certification

Job description

About the Role

Our client is seeking a dynamic and client-focused Senior Financial Advisor to join their esteemed wealth management firm in Vereeniging . This pivotal role involves building and managing a portfolio of high-net-worth clients, providing expert advice on investment strategies, retirement planning, and wealth preservation. You will be responsible for understanding client financial goals and developing personalized financial plans to help them achieve long-term security. This is an excellent opportunity for a seasoned professional to leverage their expertise, build strong client relationships, and grow their career in a reputable financial services environment known for its client-centric approach and comprehensive support.

Key Responsibilities

• Develop and implement tailored financial plans for clients, addressing investment, retirement, tax, and estate planning needs.
• Conduct comprehensive analysis of clients' financial situations, risk tolerance, and investment objectives.
• Provide expert advice on a wide range of financial products and services, including investments, insurance, and annuities.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting financial planning.
• Achieve and exceed individual sales and client acquisition targets.

Requirements

• Bachelor's degree in Finance, Economics, or a related business field; CFP certification is essential.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client portfolios and meeting sales objectives.
• In-depth knowledge of investment products, retirement planning strategies, and tax implications.
• Excellent communication, interpersonal, and client relationship management skills.
• Strong ethical standards and a commitment to fiduciary duty.

Benefits

• Highly competitive salary, commission structure, and performance bonuses.
• Opportunity to work with a prestigious client base in Vereeniging .
• Comprehensive health, dental, and vision insurance coverage.
• Access to cutting-edge financial planning tools and resources.
• Supportive team environment with opportunities for professional growth.