19 Oct
EQ-FIN Bryanston
Gauteng
EQ-FIN Bryanston - Wealth PlannerLocation: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape)Type: Permanent, Full TimePublished: 10 hours agoUnlimited Earning Potential: Rewards and IncentivesIntroductionAre you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a leadership journey.Are you a self-motivated, ambitious, and determined entrepreneur with a passion for helping others achieve their financial dreams? 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 ongoing support to help you build your career and establish your own business.Duties & ResponsibilitiesWork directly with clients as their financial wellness coach, helping them improve their lives by educating, coaching, and empowering them to reach their financial goals.Provide sound, comprehensive financial advice and guidance, ensuring a high-quality client experience during every interaction.Construct personalised financial plans that aim to achieve clients' financial goals based on their specific lifestyles and needs.Meet with clients to form a financial outlook and implement necessary steps for creating and accumulating wealth.Monitor clients' needs and adjust their financial plans accordingly.Obtain new clients and craft innovative solutions to improve their financial situations.Actively seek out new opportunities through referrals, networking, and social media.Manage a portfolio of clients.Participate in weekly team meetings that provide feedback and continued education opportunities.Stay updated on the latest regulations,
practices, and financial products.Build and manage your professional practice.Desired Experience & QualificationsQualifications:Grade 12 (Matric)Degree / BCOM AdvantageousMinimum 2 years working experienceRequirements (Essential):Clear Credit historyNo Criminal recordOwn transportA valid driver's licenseOwn laptopSA IDSkills and Competencies:Excellent networking and communication skillsService-oriented and customer-centricAnalytical thinkerAbility to network, prospect, and build relationshipsStrong Emotional IntelligenceSelf-starter with high energy levelsSolutions-oriented and a problem solverStrong work ethicGood organisational and time management skillsPackage & RemunerationExcellent unlimited earning potential where you have control over your earnings. Access to Liberty Product Specialists.A bespoke EQ-FIN Academy programme which includes structured training, mentoring, and support.You will work with well-trained professionals using proven processes and technology to focus on client engagement without excessive administration.Interested?EQ-FIN is a company driven by a purpose: we want to secure the future dreams and aspirations you have for yourself and your loved ones.Does this resonate with you?If you are ambitious and an aspiring entrepreneur or looking to make a change in your career, please apply online!
#J-18808-Ljbffr
▶️ Wealth Planner - Full Training Provided (Follow A Comprehensive, Entrepreneurial, Management As[...]
🖊️ EQ-FIN Bryanston
📍 Gauteng