Senior Financial Advisor
1 month ago
Unlock Your Financial Potential with Liberty
At Liberty, we're committed to helping you achieve your long-term financial goals. As a seasoned Financial Planner, you'll play a vital role in shaping the financial futures of our clients.
Key Responsibilities:
\t* Conduct thorough financial needs assessments to understand clients' objectives and risk tolerance
\t* Develop and implement personalized financial plans to help clients achieve their goals
\t* Provide expert advice on insurance coverage, investment planning, and cash management
\t* Regularly review clients' financial data to identify areas for improvement
\t* Prepare and interpret financial document summaries, investment performance reports, and income projections
\t* Manage and update clients' portfolios to ensure optimal performance
\t* Build and maintain a strong client base through exceptional service and communication
Requirements:
\t* Matric qualification
\t* 2 years of sales experience
\t* RE 5 or FAIS qualification (advantageous but not essential)
\t* Own car and valid driver's license
\t* Laptop and reliable internet connection
\t* Strong network of clients and business contacts
Join Liberty and take the first step towards a rewarding career in financial services.
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