CFP Wealth Advisor

About the role

This is a remote CFP Wealth Advisor position serving high‑net‑worth clients across South Africa. The role offers a market‑related base salary, performance incentives and long‑term earning potential, with no cold‑calling or product‑pushing required.

Key responsibilities

• Build and maintain relationships with high‑net‑worth individuals.
• Provide holistic investment, retirement, estate and wealth‑planning advice.
• Collaborate with experienced advisors to support an existing client base.
• Contribute to referral‑driven growth of the practice.

Required profile

• CFP® designation or active progress towards certification.
• Relevant degree in Financial Planning, Commerce, Finance, Investments, Economics or a related field.
• Experience in financial planning, wealth management or investment advisory.
• Strong investment knowledge, communication ability and relationship‑building skills.

Required skills

What we offer

• Flexible remote work arrangement.
• Market‑related base salary with performance‑based incentives.
• Mentorship from seasoned advisors.
• Opportunity to build a substantial client book and achieve strong earnings.
• Potential for international exposure as the business expands.