Branch Financial Advisor - Holistic Wealth & Growth

Fnbnamibia; Johannesburg; On-site; ZAR 539,000 - 646,000; Full time

Job summary

FNB is seeking a Financial Advisor (Tied Advisor) in Johannesburg to deliver goal-based financial advice within the branch environment. You will leverage a trusted brand, client ecosystem, and digital tools to provide holistic investment and life insurance solutions.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications (NQF 5+), and RE5. Expect commission-based earnings and performance targets in a dynamic banking network.

Qualifications

• Financial planning and needs analysis expertise required.
• Strong investment and insurance product knowledge expected.
• FAIS compliance and regulatory requirements understanding a must.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage clients within branches to build advisory relationships.
• Convert qualified opportunities and referrals into new business.
• Build and maintain long-term client relationships through ongoing engagement and reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements and internal governance standards.

Skills

Financial planning

Investments

Relationship building

Consultative selling

Communication

Digital tools

Education

FAIS qualification (NQF 5+)

RE5

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Job description

FNB is seeking a Financial Advisor (Tied Advisor) in Johannesburg to deliver goal-based financial advice within the branch environment. You will leverage a trusted brand, client ecosystem, and digital tools to provide holistic investment and life insurance solutions.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications (NQF 5+), and RE5. Expect commission-based earnings and performance targets in a dynamic banking network.