Wealth Advisor - Hybrid Role with Growth & Certifications

Placements24; Mossel Bay; Hybrid; ZAR 580,000 - 820,000; Full time

Benefits offered by this job

Competitive bonus structure

Hybrid work model

Professional certifications support

Collaborative team environment

Medical aid and retirement fund

Job summary

Placements24 in Mossel Bay is seeking a seasoned Financial Advisor to deliver comprehensive wealth management and financial planning services. You will assess clients' goals and craft tailored strategies across investments, retirement, insurance, and estate planning, while managing portfolios in a hybrid setting.

The role requires 5+ years of advisory experience, strong analytical skills, and excellent communication to translate complex concepts for clients.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• let's keep
• Minimum 5 years of experience as a Financial Advisor focusing on wealth management.
• Proven track record of managing client portfolios and achieving planning objectives.
• Excellent analytical, problem-solving and decision-making skills.
• Exceptional interpersonal and communication skills; ability to explain complex financial concepts.
• CFP/CFA or similar certifications are highly desirable.
• Proficiency in financial planning software and CRM systems.

Responsibilities

• Conduct in-depth financial needs analyses with clients to understand objectives and risk tolerance.
• Develop personalized financial plans covering investments, retirement, insurance, taxation and estate planning.
• Recommend and implement appropriate financial products and strategies to meet client goals.
• Monitor investment portfolios and client progress, adjusting as necessary.
• Provide ongoing financial advice and build long-term client relationships.
• Stay abreast of market trends, economic conditions and regulatory changes.
• Ensure compliance with financial regulations and ethical standards.
• Collaborate with other professionals (e.g., accountants, lawyers) for holistic solutions.
• Proactively seek new clients through networking and referrals.

Skills

Analytical thinking

Problem solving

Communication

Interpersonal skills

Client relations

Market awareness

Ethical conduct

Education

Bachelor's degree in Finance or Economics

Tools

Financial planning software

CRM systems

Job description

Placements24 in Mossel Bay is seeking a seasoned Financial Advisor to deliver comprehensive wealth management and financial planning services. You will assess clients' goals and craft tailored strategies across investments, retirement, insurance, and estate planning, while managing portfolios in a hybrid setting.

The role requires 5+ years of advisory experience, strong analytical skills, and excellent communication to translate complex concepts for clients.