Wealth Planner for High-Net-Worth Clients

The Legends Agency; Roodepoort; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Roodepoort is looking for a driven Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate will have strong investment knowledge and networking skills, coupled with a CFP® designation. Responsibilities include delivering tailored investment advice and maintaining client relationships. This role offers a market-related salary and incentives based on performance. Join us if you're passionate about investments and eager to make an impact.

Qualifications

• Completed RE5 and RE1 exams (FAIS compliant).
• CFP® designation or well advanced towards completion.
• 3 to 5+ years as a Financial Planner / Wealth Advisor.

Responsibilities

• Provide financial planning and wealth management services to high-net-worth clients.
• Deliver tailored investment advice focusing on portfolio growth.
• Build and maintain strong client relationships.

Skills

Investment knowledge

Networking skills

Sales success

Education

CFP® designation

RE5 and RE1 certifications

Job description

A leading financial services firm in Roodepoort is looking for a driven Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate will have strong investment knowledge and networking skills, coupled with a CFP® designation. Responsibilities include delivering tailored investment advice and maintaining client relationships. This role offers a market-related salary and incentives based on performance. Join us if you're passionate about investments and eager to make an impact.