Wealth Advisor
Core
Provide holistic financial planning and wealth management advice to affluent individuals, families, and business owners to help them build, grow, protect, and transfer wealth.
Role type
Senior Wealth Advisor
Builds
Comprehensive financial plans covering investments, retirement, risk management, estate planning, and wealth preservation
Domain
Wealth Management / Financial Planning
Required skills
Holistic financial planning, Investment planning, Retirement and income planning, Wealth preservation strategies, Estate and fiduciary planning, Risk protection and insurance solutions, Financial needs analysis, Client relationship management, Business development, Compliance with FIA & FIMA regulations
Preferred skills
NQF Level 7 qualification in Finance, Commerce, Economics, Accounting, Law, or Financial Planning
Technologies
Pointbreak Advisory Framework
Responsibilities
Develop and maintain trusted relationships with clients, Conduct comprehensive financial needs analyses and reviews, Prepare and implement tailored financial plans, Review and update client strategies as circumstances change, Generate new business through referrals and networking, Collaborate with colleagues to deliver integrated solutions, Maintain highest standards of professionalism and compliance
Seniority
Senior, experienced IC