NQF 6 – 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 years' relevant experience in a similar environment
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
client decision-making.RELATIONSHIP MANAGEMENT
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters for entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling success, where your efforts are rewarded both financially and personally. Innovative Products: Join forces Support: Rub shoulders with the crème de la crème of management and support professionals, committed to propelling
decision-making.
RELATIONSHIP MANAGEMENT
level. Preference will be given to established financial advisers that have a minimum of 12 months of industry Sanlam academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back To build a profitable practice Minimum 1 year Financial Advisory experience / Insurance sales experience
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters for entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling success, where your efforts are rewarded both financially and personally. Innovative Products: Join forces Support: Rub shoulders with the crème de la crème of management and support professionals, committed to propelling
communication skills, strong sales and business management experience background to establish your own successful with private and business clients to provide financial planning advice and solutions - Advise clients needs in accordance with each individual profile - Manage, grow and retain relationships with clients on
seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to correct sales opportunities and solutions.