Wealth Creation Strategists

2 weeks ago


Cape Town, Western Cape, South Africa EQ-FIN Full time
Unlock Your Earning Potential as a Financial Advisory Specialist

Are you driven by the challenge of a sales environment? Do you have a strong desire to secure the future dreams, aspirations, and career plans of individuals and families? As an accredited Financial Advisory Specialist with EQ-FIN, you will provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market.

About Us:

At EQ-FIN, we are committed to evolving through excellence that drives quality and securing wealth by connecting people with life solutions for financial freedom. Our value proposition includes access to trained and skilled administration staff, opportunities for further study and development, attractive incentive and rewards programs, and a great working environment.

About the Role:

  • Maintain superior service delivery to clients through building strong client relationships.
  • Offer sound professional advice that delivers financial solutions in line with client goals, value proposition, and compliance frameworks.

Requirements:

  • Minimum 2-5 years work experience.
  • Minimum Grade 12/Matric qualification.
  • Bachelor's degree an advantage.
  • High flying entrepreneur willing to commit to self-development learning path.
  • Own car and valid driver's license essential.
  • Clear credit and criminal records.
  • Strong client relationship building skills.

Benefits:

  • Formal, ongoing in-house training through our Academy.
  • Completion of prescribed Regulatory exams.
  • Accreditation with the Financial Services Regulatory authority.
  • Continuous professional development enabling CPD credits.
  • Competitive estimated salary: R400,000 - R600,000 per annum.


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