For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven
exceptional service to clients, and supporting the wealth advisors.
Responsibilities:
Provide
comprehensive administrative support to the wealth advisors, including scheduling appointments, managing
offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation
offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation
implement member sessions with the allocated Wealth Advisor.
least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Wealth X is looking for candidates for Financial Advisor positions. – full training will be provided
planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
your aspirations into reality. As a Wealth Planner or Financial Advisor with Liberty, you'll have the opportunity
cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver comprehensive