Rustenburg Experienced Financial Adviser (Commission-Based) – FAIS Fit & Proper
Core
Provide expert financial planning, investment, risk, and insurance solutions to clients while managing and growing a client portfolio.
Role type
Senior Financial Adviser (FAIS compliant)
Builds
Tailored financial products and services for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advisory, risk management, insurance solutions, business development, networking, sales target achievement, regulatory compliance (FAIS)
Preferred skills
Established client base, strong negotiation skills
Technologies
Financial planning tools, investment platforms
Responsibilities
Source and convert new business opportunities, deliver tailored investment and insurance solutions, maintain long-term client relationships, ensure compliance with FAIS regulations
Seniority
Senior, independent contractor