Wealth Advisor - Hybrid, Client-Focused Growth

Placements24; Richards Bay; Hybrid; ZAR 360.000 - 600.000; Vollzeit

Benefits dieser Stelle

Commission-based incentive

Hybrid work model

Comprehensive medical benefits

Retirement benefits

Professional development support

Impact on clients' financial well‑be‑

Zusammenfassung

Placements24 is seeking a client-focused Financial Advisor to join the Richards Bay practice. You will provide personalized financial planning, investment guidance and wealth management solutions to individuals and families, building long-term relationships based on trust and expertise.

This hybrid role requires CFP or equivalent credentials and a minimum of 3 years’ experience in a client-facing financial role, with strong knowledge of products, markets and regulatory changes.

Qualifikationen

• Relevant qualifications and certifications in financial planning (e.g., CFP).
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial role.
• Proven track record of building and managing a client portfolio.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent interpersonal, communication, and sales skills.

Aufgaben

• Develop and implement comprehensive financial plans tailored to individual client needs and goals.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Conduct regular reviews with clients to track progress and adjust strategies as needed.
• Identify and prospect for new clients through networking and referrals.
• Stay current with market trends, financial products, and regulatory changes.
• Maintain accurate client records and ensure compliance with all relevant regulations.

Kenntnisse

Interpersonal skills

Communication skills

Sales skills

Ausbildung

CFP certification

Jobbeschreibung

Placements24 is seeking a client-focused Financial Advisor to join the Richards Bay practice. You will provide personalized financial planning, investment guidance and wealth management solutions to individuals and families, building long-term relationships based on trust and expertise.

This hybrid role requires CFP or equivalent credentials and a minimum of 3 years’ experience in a client-facing financial role, with strong knowledge of products, markets and regulatory changes.