Wealth Planner

Are you looking for a career change or a new career opportunity to grow your own business?

Are you an ambitious, self-motivated, highly energetic, and determined entrepreneur with a passion for people and want to help people achieve their dreams by ensuring that they have the financial means to pursue them?

Then **YOU** may be just the person we are looking for.
- Join a team of successful advisors within our organisation and receive leading industry training, a mentorship program, and an ongoing support structure to help you build your career and grow your portfolio._

**Your Role**

Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business planning.

Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.

Provide sound, comprehensive financial advice and guidance and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience during every interaction

Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs

Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps for creating and accumulating wealth

Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure that goals are met, whilst fostering long-lasting relationships.

Actively seek out new opportunities through referrals, networking and social media

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Build and manage your professional practice

Participate in weekly team meetings that provide feedback and continued education opportunities.

**Qualifications**

Grade 12 (Matric)

Degree / BCOM Advantageous

Minimum 3 years working experience

**Requirements**:
Clear Credit record

No Criminal record

Own transport and valid driver’s license

Own laptop

Resources to be able to work remotely when required

Good / Unlimited Internet Connection

Covid Vaccination mandatory

**Skills and Competencies**

Strong work ethic

Excellent networking and communication skills

Service-oriented and customer-centric

Good presentation skills

Good organisational and time management skills

Analytical thinker

Strong business acumen

Proficient numeric skills

Ability to network, prospect, and build relationships

Must be comfortable to work with new technologies, and be proficient on a computer

Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment

You are a go-getter who can take the initiative and doesn’t need their handheld

You are a self-starter, with high energy levels and passionate about making a difference

Solutions orientated and a problem solver and you think outside the box

**Benefits**

Excellent unlimited earning potential where you have control over your earnings

Access to Liberty Product Specialists

A bespoke EQ-FIN Academy programme which includes a combination of structured classroom training, one-on-one, on the job training, self-study, and mentoring, focused on building an understanding of the comprehensive qualities that a Wealth Planner needs

You will be trained by proficient professionals committed to helping you succeed and establish a successful and professional practice

**_EQ-FIN is a company driven by a purpose: _**

**_we want to secure the future dreams, aspirations, and plans you have for yourself and your loved ones._**

**Job Types**: Full-time, Permanent