Wealth Planner - Full Training Provided (Follow A Comprehensive, Entrepreneurial, Management As[...]

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

Job summary

A financial services company in South Africa is seeking a Wealth Planner to work directly with clients as their financial wellness coach. Candidates should be self-motivated, with strong networking skills and a minimum of 2 years of experience. The role offers excellent earning potential and access to comprehensive training and support.

Benefits

Unlimited earning potential

Access to Liberty Product Specialists

Bespoke EQ-FIN Academy programme

Qualifications

• Minimum 2 years working experience.
• Clear Credit history and No Criminal record.
• Own transport, a valid driver's license, and own laptop required.

Responsibilities

• Work directly with clients as their financial wellness coach.
• Provide sound, comprehensive financial advice.
• Construct personalised financial plans for clients.
• Monitor clients' needs and adjust financial plans.
• Obtain new clients 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

Solve-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 PlannerLocation : Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape)Type : Permanent, Full TimePublished : 10 hours agoUnlimited Earning Potential : Rewards and Incentives

Introduction

Are 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 & 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 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 & Qualifications

• 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
  • Solve‑oriented and a problem solver
  • Strong work ethic
  • Good organisational and time management skills

Package & Remuneration

Excellent unlimited earning potential where you have control over your earnings.

Benefits

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.

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!

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