Wealth Planner – Liberty Brand – Full‑time with Intensive Training

About the role

Join EQ-FIN as a Wealth Planner working under the trusted Liberty brand. You will receive intensive, world‑class training from day one and build your own financial advisory business while being supported by experienced mentors.

Key responsibilities

• Engage with clients to understand their financial goals and provide tailored wealth‑planning advice.
• Develop and nurture long‑term relationships with customers.
• Follow structured training programmes and work under supervision while gaining competence.
• Utilise the company’s tools, systems and frameworks to deliver high‑quality service.
• Take ownership of personal results and contribute to the growth of the business.

Required profile

• Ambitious, self‑driven and comfortable handling rejection.
• Goal‑oriented with a strong work ethic.
• Desire to build a personal business within a reputable brand.
• Matric certificate, valid driver’s licence, reliable vehicle, clear credit record and no criminal record.

Required skills

What we offer

• World‑class training and structured supervision.
• Mentorship from experienced professionals.
• Access to a trusted brand and full support ecosystem.
• Proven systems, tools and frameworks to accelerate success.