Liberty is Recruiting Financial/Wealth AdvisorLiberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors.Duties and Responsibilities:Prospecting and closing of new businessNetworking to obtain new clientsAdvising clients on what is needed to meet their financial goalsMaintaining existing business and servicing existing clientsDeveloping and presenting financial planning recommendationsMaintaining and adhering to providing a holistic approach to financial adviceEstablishing and defining a professional relationship with clientsConducting Financial Needs Analysis daily to provide quality adviceAnalyzing and evaluating financial informationStaying connected with clients constantly and providing services as clients enter different stages of their livesSetting up meetings to see clientsMinimum Requirements:MatricSuccessfully completed the Class of Business examSuccessfully completed the Regulatory Exam for representatives (RE5) examCertified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)Currently registered with the Financial Sector Conduct Authority as a full representativeMust be computer literateMust have excellent negotiation and presentation skills and possess the ability to realize dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transportInherent Requirements and Skills:Excellent analytical skillsExcellent communication skillsA sound understanding of various financial policies, products, and portfoliosPassionate about customer careAbility to work independentlyAttention to detailInnovative, outgoing, and a dynamic personaPackage & Remuneration:To be discussed during the interview process and to be based on commission structure.
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