Astron Energy

Private Wealth Advisor

Astron Energy

2 months ago
Onsite
Full Time
Medior
0 applicants
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Astron Energy
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About this role

A Private Wealth Advisor at FNB is part of the Private Banking and Advisory team, delivering education and tailored advice to private clients on wealth creation, accumulation, and protection. The role focuses on improving client retention and entrenchment while driving vertical sales index (VSI) through contextual money management principles. The advisor represents the bank in servicing and growing a portfolio of high-net-worth clients.

Skills

Qualifications

Degree in FinanceDegree in EconomicsDegree in AccountingCFP (preferred)Long-Term Insurance Subcategory B1
Astron Energy

About Astron Energy

co.za

N/A

About Astron Energy

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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