Job Description

Consider a career as an EQ-FIN Wealth Advisor (Full training provided)

EQ-FIN is on an entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We know the importance of making sure we work hard at focussing on the values that will drive our business towards the levels of excellence we cherish. We are driven by a purpose: we want to secure the future dreams, aspirations and career plans you have for yourself. Our Vision is defined as excellence in all we do, 100% of the time.

We love celebrating with the people in our business who have realised their own dreams and aspirations not only for themselves but also for all the people they have touched along the way.

If you can answer YES to the following simple questions, then we want to talk to you:

• Can you think outside the box?
• Are you frustrated due to a mid-career crisis?
• Do you often think about working for yourself?
• Are you quite entrepreneurial?
• Do you have a passion for people?
• Would others say you are service-orientated?
• Do you have high energy levels?
• Are you ready to commit to studying?

Our Value proposition to all our Advisors includes the following:

xc2xa7 Access to trained and skilled administration staff

xc2xa7 Ability to study and develop yourself further through our Educational Trust and the Academy

xc2xa7 Numerous incentive and rewards programs

xc2xa7 Group benefits

xc2xa7 Future mentorship agreements with Executive / Senior Advisors

xc2xa7 Great working environment

xc2xa7 Good networking opportunities

Duties & Responsibilities:

xc2xa7 Work with individuals or institutional clients to assess their financial needs and help them achieve financial goals, such as choosing investments

xc2xa7 Also explain tax laws relevant to certain investments and help with insurance decision

xc2xa7 This role requires networking and prospecting in order to secure new clients

xc2xa7 Set up appointments and meet with clients to establish their specific needs

xc2xa7 Analyse clients financial situation (e.g. income, expenses and liabilities)

xc2xa7 Examine and suggest financial needs and opportunities (e.g. insurance, investments and retirement products)

xc2xa7 Customize financial solutions according to clients changing needs

xc2xa7 Minimum Matric (a Degree is desirable)

xc2xa7 Minimum 2 - 5 years work experience in any field (How you think is more important to us

than what you have been thinking about for the last few years), OR

xc2xa7 A degree within any financial field, OR

xc2xa7 You are an entrepreneur who is being held back by succession planning or other obstacles

beyond your control

xc2xa7 You are willing to commit to a self-development learning path

xc2xa7 You own a Car and hold a valid Drivers Licence (non negotiable)

xc2xa7 You have clear credit and criminal records

This could be your key to a new, exciting life!

If this interests you please contact me via e-mail on for further discussion.

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