Wealth Advisor in Soweto: Growth & Planning

Placements24; Soweto; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive pay & commission

Health insurance

Retirement plan

Training & development

Career growth

Collaborative office in Soweto

Job summary

Placements24 is seeking a client-focused Financial Advisor to join its Soweto-based team. The role delivers comprehensive financial planning and investment guidance to individuals and families, helping them reach long-term goals through personalized wealth strategies and ongoing service.

You will build trust, assess client needs, stay informed on market trends, and ensure regulatory compliance while delivering career development and a supportive office environment in the heart of Soweto.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP or NQF Level 4 certifications desirable.
• Proven experience in financial planning and investment advisory services.
• Strong understanding of investment products, retirement plans, and insurance.
• Excellent communication and client relationship skills.

Responsibilities

• Conduct in-depth financial needs analyses for clients, assessing their goals, risk tolerance, and current financial situation.
• Develop and present personalized financial plans, including investment strategies, retirement planning, and insurance recommendations.
• Build and maintain strong, long‑term relationships with clients through regular communication and personalized service.
• Monitor client portfolios and make adjustments as needed based on market conditions and client objectives.
• Stay informed about market trends, investment products, and financial planning regulations.
• Ensure compliance with all regulatory requirements and company policies.

Skills

Financial planning

Investment advisory

Communication skills

Relationship management

Education

Bachelor's degree in Finance/Economics/Business

Job description

Placements24 is seeking a client-focused Financial Advisor to join its Soweto-based team. The role delivers comprehensive financial planning and investment guidance to individuals and families, helping them reach long-term goals through personalized wealth strategies and ongoing service.

You will build trust, assess client needs, stay informed on market trends, and ensure regulatory compliance while delivering career development and a supportive office environment in the heart of Soweto.