Wealth Planner

Introduction

Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others?

As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future. Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for yourself and your clients?

Build a professional career in a corporate environment with a trusted brand.

Full training and mentorship is provided.

Key Activities

What You'll Do

• Success in this role requires a proactive approach to building your client base—through strategic networking and active prospecting, you'll cultivate meaningful relationships and create valuable opportunities.
• Ongoing client engagement through scheduled meetings
• Conduct in-depth financial analyses to provide expert guidance
• Empower clients to build and safeguard their financial security and wealth
• Support individuals in achieving financial milestones and maintaining strong portfolios
• Manage and grow your professional practice while fostering trust and credibility
• Drive sales performance to achieve business goals
• Stay ahead with industry trends, ensuring up-to-date accreditation and expertise

Requirements

Interested?

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