Senior Wealth Advisor: Insurance & Legacy Planning
Placements24
Placements24 seeks a Senior Financial Advisor specializing in insurance and wealth management to serve clients in Upington, Northern Cape. The role blends in-person meetings with remote outreach to optimize insurance portfolios and long-term wealth goals. You will assess client goals, risk tolerance, and product needs, delivering tailored plans, cross-selling opportunities, and ongoing portfolio reviews. A strong FAIS compliance background and client-centric approach are essential. #J-18808-Ljbffr Placements24
Vacancy posted 12 hours ago
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