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  • Wealth Planner - Westville - Liberty Standard Bank Group

    Liberty Standard Bank Group
    Liberty Standard Bank Group Westville

    4 weeks ago

    Default job background
    Sales
    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:

    • 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.

    Career Growth Opportunities:

    • 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.

    Job Requirements:

    • 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.

    The estimated salary for this position is $80,000 - $120,000 per annum, depending on experience and qualifications.


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