Wealth Solutions Advisor

5 days ago


Pretoria, Gauteng, South Africa EQ-FIN Full time
  • As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.
  • Key Responsibilities:
    • Maintain exceptional client relationships through proactive service delivery
    • Offer tailored financial solutions that align with clients' objectives and compliance frameworks
    • Develop and implement strategies to ensure clients' wealth grows and remains secure
  • Requirements:
    • Minimum Matric qualification
    • 2-5 years of relevant work experience or a degree in a financial field
    • Strong entrepreneurial spirit and sales environment drive
    • Ability to commit to ongoing self-development and learning
    • Own car and valid driver's license
    • Clear credit and criminal records
  • What We Offer:
    • Comprehensive in-house training through our Academy
    • Formal accreditation with the Financial Services Regulatory authority
    • Opportunities for continuous professional development and CPD points
    • A supportive and dynamic team environment
    • Unlimited earning potential and attractive incentive programs


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