Senior Financial Advisor - Wealth Management

Placements24; Bloemfontein; Hybrid; ZAR 900,000 - 1,400,000; Full time

Benefits offered by this job

Competitive commission

Base salary with bonus opportunities

Health, dental, and vision insurance

Retirement plan

Remote-friendly environment

Job summary

Placements24 represents a distinguished wealth management firm seeking a Senior Financial Advisor to join their remote advisory team. You will deliver comprehensive planning and investment management for high-net-worth clients, building a practice from anywhere.

You will develop personalized strategies, manage portfolios, mentor junior advisors, and collaborate with specialists. This remote-first role requires deep market knowledge, strong relationships, and fiduciary commitment.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP or CFA certification or equivalent.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record in client relationships and business development.
• In-depth knowledge of investment strategies, products, and estate planning.
• Strong regulatory knowledge for financial advisory services.
• Excellent communication and presentation skills.
• Proficiency with financial planning software and CRM systems.
• High ethical standards and commitment to fiduciary duty.
• Ability to work independently in a remote setting.

Responsibilities

• Develop tailored financial plans including retirement and investments.
• Analyze client needs and provide strategic financial advice.
• Manage client portfolios aligned with risk goals.
• Identify and pursue new client acquisition opportunities.
• Build long-lasting client relationships with exceptional service.
• Stay updated on market trends and regulatory changes.
• Collaborate with tax and legal specialists for comprehensive solutions.
• Ensure compliance with industry regulations and firm policies.
• Prepare performance reports and conduct client reviews.
• Mentor junior advisors and share knowledge with the team.

Skills

Client relationships

Financial planning

Wealth management

Communication skills

Independent/remote work

Education

Bachelor's degree in Finance/Economics/Business Admin

CFP/CFA certification

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a distinguished wealth management firm, is seeking an accomplished Senior Financial Advisor to join their expanding, fully remote advisory team. This role is focused on providing comprehensive financial planning and investment management services to high-net-worth individuals and families. You will be responsible for developing personalized financial strategies, managing client portfolios, and cultivating long-term relationships. The ideal candidate possesses extensive knowledge of financial markets, investment products, and estate planning, along with exceptional client relationship skills. This is a remote-first opportunity, allowing you to deliver expert financial advice and build a successful practice from anywhere.

Key Responsibilities

• Develop and implement tailored financial plans for clients, including retirement planning, investment management, and estate planning.
• Conduct in-depth client needs analysis and provide strategic financial advice.
• Manage client investment portfolios, ensuring alignment with risk tolerance and financial goals.
• Proactively identify and pursue new client acquisition opportunities.
• Build and maintain strong, long-lasting client relationships through exceptional service.
• Stay abreast of market trends, economic developments, and changes in financial regulations.
• Collaborate with internal specialists to provide comprehensive solutions (e.g., tax, legal).
• Ensure compliance with all industry regulations and firm policies.
• Prepare regular performance reports and conduct client reviews.
• Mentor junior advisors and contribute to team knowledge sharing.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent.
• Minimum of 7 years of experience in financial planning and wealth management.
• Proven track record of successfully managing client relationships and achieving business development targets.
• In-depth knowledge of investment strategies, financial products, and estate planning.
• Strong understanding of regulatory requirements in the financial advisory industry.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• High ethical standards and a commitment to client fiduciary duty.
• Ability to work independently and manage time effectively in a remote setting.

Benefits

• Highly competitive commission-based compensation structure with a strong base salary.
• Attractive bonus opportunities based on performance and client acquisition.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Flexible remote work environment, allowing for a healthy work-life balance.
• Access to leading investment research and financial planning tools.
• Significant autonomy in managing your client base and business development.
• Opportunities for professional development and continuing education.
• Supportive virtual team environment and collaboration with peers.