Wealth Advisor - Atlantic Seaboard - EQ-FIN

Description

Our Value Proposition

We offer a dynamic work environment that provides professional and efficient office support, in-house training, and ongoing development opportunities.

As a Financial Planner, you will have access to Liberty Product Specialists, fully paid office expenses, and a boutique-type environment that allows you to focus on your productivity.

We pride ourselves on keeping you relevant by providing industry analysis on the latest trends and changes in the industry.

We are responsive to international trends to give you the edge in the market for both local and offshore investments.

You will have the opportunity to build your business and career through qualified and relevant leads, in-house training facilities, and exclusive rates on investment business.

Responsibilities

• Provide direct assistance in setting financial wellness and related goals through face-to-face interactions.
• Educate clients in areas such as budgeting, credit, and debt management, insurance, saving, and investing, education planning, and retirement planning.
• Create personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Maintain security and confidentiality of company and client data.
• Build sustainable long-term relationships with clients by assisting them in achieving their financial goals.

Products and Services:

• Tax Health Planning
• Estate Planning/Wills
• Risk Cover - Disability; death or dread disease
• Educational Retirement Investment Planning

Synopsis: This is an opportunity to work for yourself and manage your own business. No capital is required. You will receive extensive training, on-boarding, and development to help you succeed in this role.

Requirements:

• Grade 12 (matric)/BCOM minimum qualification
• Clear Credit and Criminal check
• Own Reliable Car
• Own Laptop
• Strong Networking and Social Skills
• Professional attire and presentation skills
• Strong business acumen and organizational skills
• Integrity and honesty driven values and ethics
• Strong Emotional Intelligence

Estimated Salary: $60,000 - $80,000 per annum