Introduction

EQ-FIN is one of Liberty’s largest and top-producing National Distribution partners, with a strong national footprint across South Africa.

At EQ-FIN, we pride ourselves on offering a bespoke value proposition to our Liberty Wealth Advisors, leadership teams, and employees. Our organisation is driven by a clear purpose: to help secure the future dreams, aspirations, and financial plans of individuals and their loved ones.

Through the EQ-FIN Academy, we aim to be a “best-of-breed” learning organisation, dedicated to developing highly successful Wealth Advisors. Your success is our success, and we are committed to helping you reach your full potential.

Our Value Proposition

At EQ-FIN, we provide the environment, support, and resources needed to build a successful financial advisory career:

• Reduced administrative burden so you can focus on clients

• Ongoing professional learning, including qualifications up to NQF Level 8 through accredited institutions

• Bursaries available through our Educational Trust

• A positive and collaborative working culture

• Structured, bespoke training programme designed to support your success

• Leadership Development Programme for future leaders

• Performance-based rewards – your earnings grow directly with your performance

• Career growth opportunities as you develop your client base and exceed targets

• A supportive team environment with mentorship, training, and resources

This is more than a job – it’s an opportunity to build a long-term career in financial services.

Duties & Responsibilities

As a Consultant, you will:

• Work with individuals and institutional clients to assess their financial needs and goals

• Provide guidance on investments, insurance, and retirement planning

• Explain relevant tax implications of financial products

• Network and prospect to build and grow your client base

• Schedule and attend client meetings

• Analyse clients’ financial situations (income, expenses, liabilities)

• Identify financial opportunities and recommend appropriate solutions

• Develop customised financial plans

• Present and sell suitable financial products and services

• Maintain long-term relationships with clients as their financial needs evolve