Wealth Adviser

Wealth Adviser
Company:

Liberty Group


Wealth Adviser

Details of the offer

If you are a driven individual with entrepreneurial drive and excellent people skills, this might be the opportunity you are looking for.Job Outputs:Networking & prospecting to grow your client baseSetting up appointments and Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients'''''''' financial goals.Requirements:Completed Matric is essential, a completed tertiary qualification is preferred.Clear credit and criminal record is required.Own vehicle and drivers license is a non-negotiable requirement.Previous experience in the finance industry or an external sales environment is a strong advantage.Benefits:Flexible working hoursHigh commission earning potentialTraining and mentorship with ongoing supportThe opportunity to determine your own income (Your efforts will determine your income. You have the power ensure your own financial success without having an employer decide your worth)Join a well-established company, a leader in the industry, where you can develop and build your own practice under the brandAbility to network and prospect.Excellent interpersonal skillsPerseverance and a go-getting attitude


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