CFP Wealth Advisor
Location: Remote in South Africa
Salary: Market related
No cold calling. No product pushing. Just sophisticated wealth advice and long-term client relationships.
Is this you?
You’re ambitious, credible and genuinely passionate about financial planning as a long-term profession. Building trust comes naturally to you, and you enjoy working with high-net-worth clients where the focus is on advice, investments and lasting relationships.What you’ll be doing (and why you’ll enjoy it)
Your focus will be on building and maintaining relationships with high-net-worth clients, delivering holistic investment and financial planning advice across retirement, estate, investment and wealth planning. You’ll work closely with experienced advisors, support an existing client base and contribute to referral-led growth. You’ll enjoy this because it offers the chance to move beyond product sales into meaningful, client-centric advisory work.Where you’ll be doing it
This is a growing independent wealth management business with a strong investment-led approach and a focus on tailored financial planning, retirement, tax, risk and estate planning solutions. The environment is collaborative, advice-driven and built around long-term client value rather than cold calling or transactional selling.What you’ll need
A CFP® designation, or active progress towards it, is essential, along with a relevant degree in Financial Planning, Commerce, Finance, Investments, Economics or similar. Experience in financial planning, wealth management, investment advisory or a related environment is needed, together with strong investment knowledge, communication skills and relationship-building ability.What you’ll get
A flexible remote role, market-related base salary, performance-based incentives, mentorship from experienced advisors and the opportunity to build a substantial client book over time. There’s also strong earning potential and possible international exposure as the business continues to grow.How to apply
For a confidential discussion please contact Claudette Du Preez (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za – We appreciate that your CV might not be fully up to date, no problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.Applicant Consent
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