Wealth/Financial Advisor

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, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered. Understand clients financial needs Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance Answer clients questions and address concerns Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Manage and regularly update clients portfolios. Building and maintaining your client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Network of clients

Location: Gauteng, ZA

Posted Date: 9/20/2024