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 who wants 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. Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals 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 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 aims 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 Participate in weekly team meetings that provide feedback and continued education opportunities Build and manage your professional practice Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 2-3 years working experience Requirements Clear Credit record No Criminal record Own transport and valid driver's license Resources to be able to work remotely when required Own laptop Skills and Competencies Strong work ethic Excellent networking and communication skills Service-oriented and customer centric Analytical thinker Strong business acumen Proficient numeracy skills Ability to network, prospect and build relationships Good organisational and time management skills Good presentation skills Solutions orientated and a problem solver and you think outside the box Strong Emotional Intelligence to thrive in a highly challenging and fast-paced environment Must be comfortable working with new technologies, and be proficient on a computer You are a go-getter who can take the initiative and does not need their hand held You are a self-starter, with high energy levels and passionate about making a difference Excellent unlimited earning potential where you have control over your earnings Recognition based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN Academy program that includes a combination of structured classroom training, one-on-ones, 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. Apply Now

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Wealth Planner Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - South Africa

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