Strategic Financial Advisor - Holistic Planning

RMB; Gauteng; On-site; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Commission sharing

Digital tools

Brand and client ecosystem

Job summary

RMB is seeking a Personal Financial Advisor to operate within the FNB branch environment, delivering holistic investment and life insurance solutions. Build trusted client relationships through in-branch engagement, referrals, and digital tools, while meeting AUM/API targets.

Ideal candidates have 3–5 years in financial advisory, FAIS qualifications (NQF5+), RE5, and a strong track record in risk and investment product sales.

Qualifications

• Proven ability to conduct comprehensive financial needs analyses.
• Knowledge of investment and life insurance products and advising requirements.
• Adhere to FAIS, regulatory obligations and internal governance.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investments and insurance aligned to client objectives and risk profiles.
• Engage with customers in FNB branches to build adviser relationships.
• Convert referrals into new business and grow AUM/API.
• Maintain client records and advice documentation with accuracy.
• Meet sales, activity, and client penetration targets.

Skills

Financial planning

Needs analysis

Consultative selling

Relationship building

Compliance discipline

Education

FAIS qualification (NQF 5+)

RE5 Regulatory Examination

Tools

CRM systems

Digital advice tools

Job description

RMB is seeking a Personal Financial Advisor to operate within the FNB branch environment, delivering holistic investment and life insurance solutions. Build trusted client relationships through in-branch engagement, referrals, and digital tools, while meeting AUM/API targets.

Ideal candidates have 3–5 years in financial advisory, FAIS qualifications (NQF5+), RE5, and a strong track record in risk and investment product sales.