Senior Wealth Advisor — Hybrid (HNW Clients)

Placements24; Stellenbosch; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive salary and commission

Medical aid and retirement fund

Professional development opportunities

Supportive team environment

Hybrid work model

Job summary

Placements24 in Paarl, Western Cape, invites an experienced Senior Financial Advisor to join our client’s prestigious financial advisory team. You will deliver comprehensive financial planning and wealth management for high-net-worth individuals, building tailored strategies across investments, retirement, estate planning, and risk management.

You will nurture client relationships, perform needs analyses, and collaborate with tax and legal specialists to provide holistic solutions while

Qualifications

• Bachelor's degree in Finance, Economics, Business or a related field.
• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• CFP certification is essential.
• Proven track record with high-net-worth clients.
• Strong knowledge of financial planning tools and market dynamics.

Responsibilities

• Develop and implement personalized financial plans for clients covering investments, retirement, insurance, and estate planning.
• Conduct thorough financial needs analysis and risk profiling for clients.
• Provide expert advice on investments and market trends.
• Build and maintain long-term client relationships and satisfaction.
• Collaborate with tax advisors and legal counsel for holistic solutions.
• Meet and exceed individual and team sales and service targets.

Skills

Client relationship management

Communication skills

Financial planning knowledge

Investment strategies

Retirement planning

Estate planning

Risk management

Education

Bachelor's degree in Finance/Economics/Business

CFP (Certified Financial Planner)

Job description

Placements24 in Paarl, Western Cape, invites an experienced Senior Financial Advisor to join our client’s prestigious financial advisory team. You will deliver comprehensive financial planning and wealth management for high-net-worth individuals, building tailored strategies across investments, retirement, estate planning, and risk management.

You will nurture client relationships, perform needs analyses, and collaborate with tax and legal specialists to provide holistic solutions while