If you want to enter the Wealth Management Industry , then a Liberty Financial Advisor Graduate Career Opportunity is probably one of the best things that you can do At Liberty, we pride ourselves in our personalised approach to holistic Financial Planning.
With more than 65 years of experience , our aim is to continually develop professional Financial Planners who offer Clients peace of mind , knowing that their Individual/Families/Companies/Assets are financially sound and secure in an everchanging world.
What does a Financial Adviser do: By taking the time to truly understands the wants, needs and dreams a client holds dear, a Financial Advisor can become a lifelong partner who helps their clients live their best lives Gathering your Clients financial information Jointly setting financial goals Analyzing the financial situation Developing a financial plan Implementing the agreed financial plan Monitoring the financial plan and making adjustments as needed We take your development seriously · Phase 1 3 completed within 24 Months · Product accreditation · One-on-ones · Achieve industry specific qualification · Joint calls · Activity meetings · Branch meetings · Business seminars · Teaming · Mentorship · Supervision Create and protect the financial security and wealth of others by conducting detailed financial needs analysis and proving professional advice to assist people to achieve their financial dreams and maintaining client portfolios by creating and cultivating relationships with others .
Minimum Requirements · Matric - Tertiary Qualification an advantage · Clear ITC/Criminal record · Reliable vehicle · Valid driver's license · RSA Citizenship · Established network to derive business from · Previous sales experience and/or a proven competency in sales and persuasiveness