Private Financial Advisor

Job Overview

To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills.

Responsibilities

• Provide tailored financial advice that addresses clients’ risk and investment planning needs.
• Primarily focus on FNB Life Customized and/or Dynamic Life aligned with each client’s unique financial goals and circumstances.
• Recommend FNB Life and FNB Invest products that align with the client’s financial requirements.
• Assess clients’ financial status, including income, expenses, assets, and liabilities.
• Develop personalized financial plans to meet short‑term and long‑term goals.
• Build and maintain strong relationships with clients through regular communication, ed...