Senior Financial Advisor – Remote-First (Sandton)

Placements24; Sandton; Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive commissions

Base salary

Medical aid & retirement planning

Life insurance

Professional development

Job summary

Placements24 is recruiting an experienced Senior Sales Consultant for a distinguished financial advisory firm serving the Sandton metropolitan area. This remote-first role allows you to manage client interactions from a home office while maintaining a strong professional presence in the Sandton financial community.

You will develop strategic sales plans, engage high-net-worth clients, assess needs, tailor investment strategies, and manage client portfolios to drive long-term growth.

Qualifications

• 5+ years in financial sales or wealth management.
• Proven track record of meeting high-net-worth targets.
• Strong knowledge of markets and investment products.
• Excellent communication and remote presentation skills.
• CFP/CFA considered a plus.

Responsibilities

• Develop strategic sales plans to acquire new clients and grow assets.
• Engage high-net-worth and corporate clients for advisory services.
• Conduct financial needs analyses and tailor investment recommendations.
• Maintain client relationships and portfolios aligned with goals.
• Stay updated on market trends and regulatory changes.
• Collaborate with internal teams for seamless service.
• Maintain accurate client records using CRM and portfolio systems.
• Represent the firm professionally within the Sandton area.
• Pursue ongoing professional development and accreditations.

Skills

Financial sales

Wealth management

CRM proficiency

Communication skills

Remote work

Education

Bachelor's in Finance/Economics/Business

Tools

CRM software

Financial planning software

Job description

Placements24 is recruiting an experienced Senior Sales Consultant for a distinguished financial advisory firm serving the Sandton metropolitan area. This remote-first role allows you to manage client interactions from a home office while maintaining a strong professional presence in the Sandton financial community.

You will develop strategic sales plans, engage high-net-worth clients, assess needs, tailor investment strategies, and manage client portfolios to drive long-term growth.