Wealth Planner Bryanston (Gauteng), Westville (Kwazulu Natal), Century City (Western Cape)

Eq-Fin Bryanston; Gauteng; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial advisory company is seeking a Wealth Planner in Gauteng. This role provides a unique opportunity to work as a financial wellness coach, with full training and mentorship to establish your own business. Candidates should have strong communication skills and at least 2 years of experience. The position offers excellent earning potential and a supportive team environment.

Benefits

Unlimited earning potential

Access to Liberty Product Specialists

Bespoke EQ-FIN Academy programme

Work with proven processes and latest technology

Coaching and ongoing support for business owners

Qualifications

• Minimum 2 years working experience required.
• Clear Credit history and no Criminal record mandatory.
• Own transport and a valid driver's license required.

Responsibilities

• Work directly with clients as their financial wellness coach.
• Provide comprehensive financial advice to clients.
• Construct personalized financial plans aligned with client needs.
• Monitor clients' needs and adjust financial plans accordingly.
• Actively seek out new opportunities through referrals and networking.

Skills

Excellent networking and communication skills

Service-oriented and customer-centric

Analytical thinker

Ability to network, prospect, and build relationships

Strong Emotional Intelligence

Self-starter with high energy levels

Solutions-oriented and a problem solver

Strong work ethic

Good organisational and time management skills

Education

Grade 12 (Matric)

Degree / BCOM (Advantageous)

Job description

EQ-FIN Bryanston - Wealth Planner

Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum)

Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape)

Type: Permanent

Hours: Full Time

Published: 3 days ago

Unlimited Earning Potential - Rewards and Incentives

EE / AA, Non EE / AA

Introduction

Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals prepared to work hard and commit to a leadership journey. Are you a self-motivated, ambitious entrepreneur passionate about helping people achieve their dreams?

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 & Responsibilities

• Work 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 aligned with clients' lifestyles and financial 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 foster long-lasting relationships.
• Actively seek out new opportunities through referrals, networking, and social media.
• Look after and grow a portfolio of clients.
• Participate in weekly team meetings for feedback and continued education.
• Stay updated on the latest regulations, practices, and financial products.
• Build and manage your professional practice.

Desired Experience & Qualifications

• Grade 12 (Matric)
• Degree / BCOM (Advantageous)
• Minimum 2 years working experience

Requirements (Essential)

• Clear Credit history
• No Criminal record
• Own transport
• A valid driver's license
• Own laptop
• SA ID

Skills and Competencies

• Excellent networking and communication skills
• Service-oriented and customer-centric
• Analytical thinker
• Ability to network, prospect, and build relationships
• Strong Emotional Intelligence
• Self-starter with high energy levels
• Solutions-oriented and a problem solver
• Strong work ethic
• Good organisational and time management skills

Package & Remuneration

• Excellent unlimited earning potential with control over your earnings.
• Access to Liberty Product Specialists.
• A bespoke EQ-FIN Academy programme focused on building an understanding of the qualities a Wealth Planner needs.
• Work with well-trained people using proven processes and the latest technology.
• Extensive experience in developing individuals into business owners of their own wealth planning business, providing coaching, training, and ongoing support.

Interested? EQ-FIN is driven by a purpose: to secure the future dreams, aspirations, and plans you have for yourself and your loved ones. If this resonates with you and you are ambitious and an aspiring entrepreneur or looking to make a change in your career, please apply online!

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