JOIN an opportunity aimed at enhancing your Career.

Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success.

The Financial Adviser in training will learn to build their practice with the learning from the support and grooming of Sales Managers, and experienced Financial Advisers, and will receive training from the Training Team. The Adviser will balance new client development, sales activities, customer service, and compliance with personal and professional growth and development. They will also provide clients with sound financial advice and service them.

Job Objectives:

Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.

Conduct detailed clients' financial needs analysis and provide professional advice

Create and protect the financial security and wealth of clients

Assist clients in achieving their financial dreams and maintain client portfolios

Create and cultivate relationships with clients

Provide excellent service orientation and frequent contact with clients

Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):

Complete required training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments, and meet minimum performance and production standards

Meet production targets that impact overall company revenue goals

Demonstrate proficiency in the use of Liberty tools and systems

Develop a book of business consistent with Liberty’s standards

Provide a high level of client service

Manage the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, and insurance needs

Develop client pipeline by prospecting, networking, and engaging in initiatives

Recommend financial solutions based on client needs

Seek expertise in internal resources to identify opportunities and solutions for clients

Maintain appropriate record-keeping and supervision files

Stay abreast of products, industry rules and regulations, and financial planning

Perform other duties and responsibilities as assigned

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