We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth high-quality client experience during every interaction Construct personalised financial plans that aims to achieve tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications
the following support to the business Planning Build test cases in TestRail based on requirements (Stories projects impacting your domain of expertise in a constructive way. Provide first line support and root cause
through Financial Close processes. Monitor project construction and supervise commissioning. Apply Now: If you're
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve
in a similar role, preferably in the energy, construction, or manufacturing industry. In-depth knowledge
resolve queries Regular visits of customers to build relationships Able to deal with internal stakeholders organizing Documenting facts Thinking Rationally Building Relationships
presentation, and negotiation skills Ability to build and maintain relationships with key decision-makers Management and Process Improvement Platforms solutions Build strong relationships with client stakeholders Manage
maintaining a competitive edge, relationship building, brand promotion and continued innovation. Maximises