Business Financial Advisor - Growth & Advisory

Wesbank; Johannesburg; On-site; ZAR 603,000 - 670,000; Full time

Job summary

FNB in Gauteng is seeking a Business Financial Advisor to join a dynamic sales-driven team. You will deliver financial advisory solutions, identify opportunities, and manage new and existing client portfolios in line with regulatory requirements.

Based in Gauteng at our Menlyn and Sandton offices, the role requires a degree in financial planning (CFP preferred), RE5, and solid experience in selling business insurance and investment products.

Qualifications

• Experience in selling financial products and meeting targets.
• Proven ability to advise on investment and risk solutions.
• Familiarity with regulatory compliance and banking products.

Responsibilities

• Deliver financial advisory solutions to Gauteng clients.
• Achieve sales targets and identify new business opportunities.
• Manage client portfolios and maintain relationships.
• Ensure compliance with legislative and audit requirements.

Skills

Sales experience

Client service

Financial advisory

Negotiation

Education

Relevant Degree in Financial Planning

CFP Designation

Job description

FNB in Gauteng is seeking a Business Financial Advisor to join a dynamic sales-driven team. You will deliver financial advisory solutions, identify opportunities, and manage new and existing client portfolios in line with regulatory requirements.

Based in Gauteng at our Menlyn and Sandton offices, the role requires a degree in financial planning (CFP preferred), RE5, and solid experience in selling business insurance and investment products.