Wealth Planner with Full Training for Aspiring Entrepreneurs
EQ-FIN · Century City, Westville, Bryanston, Pretoria, Bedfordview, Three Rivers, Mossel Bay
Overview
EQ-FIN is looking for ambitious, self motivated people to join as Wealth Planners. You will get full training, a mentorship programme and ongoing support to build your own practice. No prior finance experience needed. Help clients with financial planning while growing your own business. Based in Century City, Westville, Bryanston, Pretoria, Bedfordview, Three Rivers and Mossel Bay.
About the role
As a Wealth Planner at EQ-FIN, you will work directly with clients as their financial wellness coach. You will help them improve their lives by educating and empowering them to reach their financial goals. You will develop a roadmap to help clients build, protect and transition their finances and wealth. This includes looking at retirement, tax, legacy and business planning.
You will provide sound, comprehensive financial advice and help clients make sense of their financial lives in actionable ways. Ensuring a high quality client experience during every interaction is key. You will construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and needs. You will meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status and risk tolerance. You will then implement the necessary steps for creating and accumulating wealth.
You will obtain new clients and be innovative in crafting solutions to improve their financial situation. You must ensure that goals are met while fostering long lasting relationships. You will actively seek out new opportunities through referrals, networking and social media. You will also participate in weekly team meetings that provide feedback and continued education opportunities. Building and managing your professional practice is a key part of the role.
Requirements
- Grade 12 (Matric) is required.
- A degree or BCom is advantageous.
- Minimum 2 years of working experience.
- Clear credit record.
- No criminal record.
- Own vehicle and valid driver's license.
- Resources to be able to work remotely when required.
- Own laptop.
- Strong work ethic.
- Excellent networking and communication skills.
- Service oriented and customer centric.
- Analytical thinker with strong business acumen.
- Proficient numeracy skills.
- Ability to network, prospect and build relationships.
- Good organisational and time management skills.
- Good presentation skills.
- Solutions orientated and a problem solver who thinks outside the box.
- Strong emotional intelligence to thrive in a highly challenging and fast paced environment.
- Comfortable working with new technologies and proficient on a computer.
- A go getter who can take initiative and does not need their hand held.
- A self starter with high energy levels and passionate about making a difference.
Responsibilities
- Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals.
- Develop a roadmap to help clients build, protect and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy and business planning.
- Provide sound, comprehensive financial advice and guidance and help clients make sense of their financial lives in actionable ways.
- Construct personalised financial plans that aim to achieve the financial goals of clients according to their specific lifestyles and financial needs.
- Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance or other elements to build a financial plan.
- Implement the necessary steps for creating and accumulating wealth.
- Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure that goals are met, whilst fostering long lasting relationships.
- Actively seek out new opportunities through referrals, networking and social media.
- Participate in weekly team meetings that provide feedback and continued education opportunities.
- Build and manage your professional practice.
Benefits
Unlimited earning potential, recognition based on production levels, access to Liberty Product Specialists, training by proficient professionals, mentorship program, ongoing support structure
Job details
- Organisation
- EQ-FIN
- Location
- Century City, Westville, Bryanston, Pretoria, Bedfordview, Three Rivers, Mossel Bay
- Job type
- Full time
- Experience level
- Mid (2+ years)
- Education
- Matric
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
This Wealth Planner role at EQ-FIN is a great chance if you are looking to start a career in financial services with full training. Even though no finance experience is needed, they do want at least 2 years of work experience and a matric. Make sure your CV shows your drive, people skills and any sales or networking experience. You will need your own car and a clear credit and criminal record, so get those checks ready. The role is based across several locations, so state clearly which area you are applying for. In an interview, be ready to talk about how you build relationships and solve problems. Show that you are self motivated and eager to learn. This is a commission based role with unlimited earning potential, so ask about how the training and mentorship work to set yourself up for success.
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