Advisor, Wealth Planning

Introduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, we’re not just offering a job; we’re offering a journey into the world of Wealth Management that’s as rewarding as it is transformative.

If you have a powerful track record in sales, thrive on networking, and excel at uncovering opportunities, let’s talk. We want driven individuals who are ready to influence lives, build lasting relationships, and deliver impactful financial solutions to our clients.

Step up to a career where every day is a new opportunity to learn, grow, and shine. Are you ready to make your mark with Liberty? Join our team and let’s redefine success—together!

Duties & Responsibilities What Does a Financial Advisor Do?

A Liberty Financial Advisor is more than a financial guide—they’re a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future. Through insightful advice and genuine care, they build strategies to grow wealth, manage risk, and reduce debt. Here’s what sets a Liberty Financial Advisor apart:

Build a Legacy with the Liberty Brand Develop a professional practice backed by Liberty's reputation for excellence and trust. Create Tailored Family Care Plans Craft personalized financial roadmaps that reflect each client’s values, goals, and aspirations. Offer Proactive, Expert Advice Guide clients with actionable strategies that adapt to life’s changes and opportunities. Deliver Real-World Solutions Align each client’s finances with their short- and long-term goals through creative, practical solutions. Cultivate Lifelong Relationships Build trust with clients over time, becoming a trusted advisor for every life stage and milestone.

         Being a Liberty Financial Advisor means shaping lives and futures with purpose and integrity.

Financial Advisor Development Path: A Roadmap to Success

Phases 1-3: Complete Within 24 Months

Embark on a development path that equips you with the practical skills and insider knowledge needed to thrive as a Liberty Financial Advisor. Each phase is packed with hands-on learning and real-world experience:

Earn Product Accreditation Gain in-depth knowledge of Liberty’s financial products to tailor-fit solutions for clients. Engage in One-on-One Coaching Work closely with seasoned advisors in personalized sessions to refine your approach and strategy. Achieve Key Industry Certifications Complete essential qualifications to enhance your expertise and professional standing. Participate in Joint Client Calls Observe and learn during collaborative client meetings, gaining insight into client interaction. Attend Regular Activity Meetings Review progress, set actionable goals, and receive feedback to keep advancing. Collaborate in Branch Meetings Connect with your branch team to share insights, celebrate wins, and align on goals. Network at Business Seminars Attend industry events to broaden your knowledge, network, and stay on top of trends. Work in Teaming Opportunities Partner with colleagues on client cases to gain varied perspectives and strengthen teamwork. Receive Dedicated Mentorship Gain guidance from experienced mentors, helping you navigate challenges and seize opportunities. Benefit from Supervision and Support Receive structured oversight as you apply your skills in real scenarios, boosting your confidence. Each step in this path is designed to transform knowledge into practice, preparing you to succeed and grow in your career as a Liberty Financial Advisor.

Desired Experience & Qualification Minimum Requirements

Matric - Tertiary Qualification an advantage Clear ITC / Criminal record Reliable vehicle Valid driver's license RSA Citizenship Established network to derive business from Previous sales experience and/or a proven competency in sales and persuasiveness