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- Provide holistic financial planning advice to private and business clients by identifying their investment and lifestyle needs.
- Identify new business opportunities, develop strategies, and manage individual and corporate relationships.
- Source, develop, and cultivate your own client base through networking, referrals, and prospecting.
- Meet clients in person to provide them with financial planning advice and solutions.
- Establish yourself as a financial professional and build your own practice under Liberty's brand.
- Further your studies and expand your knowledge in finance.
- Succeed in a supportive environment focused on providing excellent customer service and growing your client base.
- Access full training and mentorship, including in-house development and recognition programs.
- Achieve monthly and annual incentives, rewards, and opportunities for advancement and growth.
- Maturity and a tertiary qualification are highly desirable (Finance, Accounting, Banking, Marketing, or Business).
- Valid drivers' license and reliable transportation.
- Excellent interpersonal and communication skills, with a clear credit and criminal record.
Wealth Planner - Westville - Liberty Standard Bank Group

4 weeks ago

Description
Wealth Planner Finance, Insurance, and Investment
Join a leading financial services provider with a prestigious reputation and dynamic corporate culture.
Earn a rewarding commission-based income, passive income flows, and grow your wealth over the long term.
Limited positions available in our professional network of Financial Advisers.
Key Accountabilities:
Career Growth Opportunities:
Job Requirements:
The estimated salary for this position is $80,000 - $120,000 per annum, depending on experience and qualifications.
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