IntroductionImagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals.
At Liberty, we're not just offering a job; we're offering a journey into the world of Wealth Management.What Does a Financial Advisor Do?A Liberty Financial Advisor is more than a financial guide—they're a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future.
Through insightful advice and genuine care, they build strategies to grow wealth, manage risk, and reduce debt.
Here's what sets a Liberty Financial Advisor apart:Build a Legacy with the Liberty BrandDevelop a professional practice backed by Liberty's reputation for excellence and trust.Create Tailored Family Care PlansCraft personalized financial roadmaps that reflect each client's values, goals, and aspirations.Offer Proactive, Expert AdviceGuide clients with actionable strategies that adapt to life's changes and opportunities.Deliver Real-World SolutionsAlign each client's finances with their short- and long-term goals through creative, practical solutions.Cultivate Lifelong RelationshipsBuild trust with clients over time, becoming a trusted advisor for every life stage and milestone.Being a Liberty Financial Advisor means shaping lives and futures with purpose and integrity.Financial Advisor Development Path: A Roadmap to SuccessPhases 1-3: Complete Within 24 MonthsEmbark on a development path that equips you with the practical skills and insider knowledge needed to thrive as a Liberty Financial Advisor.
Each phase is packed with hands-on learning and real-world experience:Earn Product AccreditationGain in-depth knowledge of Liberty's financial products to tailor-fit solutions for clients.Engage in One-on-One CoachingWork closely with seasoned advisors in personalized sessions to refine your approach and strategy.Achieve Key Industry CertificationsComplete essential qualifications to enhance your expertise and professional standing.Participate in Joint Client CallsObserve and learn during collaborative client meetings, gaining insight into client interaction.Attend Regular Activity MeetingsReview progress, set actionable goals, and receive feedback to keep advancing.Collaborate in Branch MeetingsConnect with your branch team to share insights, celebrate wins, and align on goals.Network at Business SeminarsAttend industry events to broaden your knowledge, network, and stay on top of trends.Work in Teaming OpportunitiesPartner with colleagues on client cases to gain varied perspectives and strengthen teamwork.Receive Dedicated MentorshipGain guidance from experienced mentors, helping you navigate challenges and seize opportunities.Benefit from Supervision and SupportReceive structured oversight as you apply your skills in real scenarios, boosting your confidence.
Each step in this path is designed to transform knowledge into practice, preparing you to succeed and grow in your career as a Liberty Financial Advisor.Minimum RequirementsMatric - Tertiary Qualification an advantageClear ITC/ Criminal recordReliable vehicleValid driver's licenseRSA CitizenshipEstablished network to derive business fromPrevious sales experience and/or a proven competency in sales and persuasivenessBenefits include:We offer huge earning potential (commission) with a Performance Stipend (R 10 000.00)Flexible working hoursExceptional Superior support and Accredited Training for you and your practiceOn-going learningFirst class technologyCorporate benefits (Provident/Pension Fund; Medical Aid)
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