Wealth Advisor: Grow Your Own Client Base in Vereeniging

Placements24; Vereeniging; Hybrid; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Competitive salary with commission

Medical aid

Pension fund

Training and development

Opportunity to build own client base

Supportive team in Gauteng

Job summary

Placements24 seeks a dedicated Financial Advisor in Vereeniging to provide personalized financial planning and investment advice. The role focuses on wealth management, retirement planning, and building long-term client trust while delivering tailored solutions.

You will cultivate relationships, educate clients, and offer ongoing support in a vibrant Gauteng environment. The ideal candidate holds a relevant degree, professional certifications, and proven advisory experience.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• CFP or RE5 certifications are highly desirable.
• Proven experience as a Financial Advisor or client-facing financial planning role.

Responsibilities

• Assess clients' financial situations to understand needs and goals.
• Develop financial plans including retirement, investments, insurance, and estate planning.
• Recommend suitable investment products based on risk tolerance and objectives.
• Monitor portfolios and adjust as market conditions change.
• Educate clients on financial concepts and strategies.
• Maintain relationships and provide ongoing support and advice.

Skills

Excellent communication

Interpersonal skills

Sales skills

Education

Bachelor's degree in Finance, Economics, or Business

CFP certification

RE5 certification

Job description

Placements24 seeks a dedicated Financial Advisor in Vereeniging to provide personalized financial planning and investment advice. The role focuses on wealth management, retirement planning, and building long-term client trust while delivering tailored solutions.

You will cultivate relationships, educate clients, and offer ongoing support in a vibrant Gauteng environment. The ideal candidate holds a relevant degree, professional certifications, and proven advisory experience.