Liberty is a registered financial planning organization advising mid to high net worth individuals and businesses.
Choosing the career of wealth adviser is the start to a potentially risky journey - the financial services industry is highly competitive and has little sympathy for those that do not pull their weight, butthere is great reward, opportunities and recognition for those who work hard and succeed.
Autonomy, self-discipline and immense drive are key characteristics for success in this profession. Do you have what it takes?
The purpose of this role is to help clients organize their finances, projects the results of their savings and investments and make necessary changes and additions, plan for retirement, put products in place to protect against the financial implications of unforeseen life events, and help them make decisions towards achieving their financial goals as efficiently as possible.
Requirements for this role:
Commercial/Business Degree or Diploma or completed Insurance Credits & RE 5
Other essential Requirements:
Clear Credit record Clear Criminal Record Own Transport and Drivers License (non-negotiable)
Personality Traits & Skills required for this role:
Prospecting and Business Networking
Proven Sales Ability or excellent interpersonal and networking skills
Ability to work independently but as part of a bigger team
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