Financial Services Professional
1 day ago
Liberty Standard Bank Group is a leading financial institution that offers a wide range of services to individuals and businesses. We are currently seeking an entrepreneurial individual to join our team as a Wealth Advisor.
Salary: The estimated annual salary for this position is approximately $80,000, depending on location and experience.
About the Role:
In this role, you will have the opportunity to build a professional financial planning practice under the prestigious Liberty Standard Bank Group brand. You will be responsible for providing advice-based financial solutions to clients, network prospecting, setting up client meetings, and implementing risk management strategies.
Key Responsibilities:
- Provide advice-based approach to financial solutions
- Network and prospect to source clients
- Set up and attend client meetings
- Implement risk management and tax planning strategies
- Coordinate estate planning
- Manage client relationships
- Identify and cultivate new clients
Requirements:
To be successful in this role, you should possess excellent communication skills, analytical ability, and a customer-oriented mindset. You should also have ambition, drive, and perseverance to meet or exceed established sales goals. A matric certificate is a minimum requirement, with a tertiary qualification preferred. Additionally, you should have a clear credit record, full access to a vehicle, and good computer literacy.
Benefits:
This is a fantastic opportunity to work in a permanent yet flexible environment, offering a competitive salary and career growth opportunities. If you are an entrepreneurial individual looking to build a successful financial planning practice, we encourage you to apply.
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