Financial Planner 2023-2024

By | July 21, 2022

Financial Planner 2023-2024

Financial Planner 2023-2024

Financial Planner 2023-2024

If you are seeking a job as a Financial Planner, the document below will guide you through the steps needed to find and apply for such jobs, and provide tips on how to make sure you are hired.


  • We have a sizable national footprint and are one of Liberty’s top-producing franchises. We take pride in providing a unique value proposition to the Liberty Financial Advisors, Leadership Team, and Employees at EQ-FIN. Our organization’s motivation is to secure everyone’s future goals, aspirations, and plans for themselves and their loved ones.
  • We take great pride in providing Liberty Financial Advisors, the Leadership Team, and Employees with a special value proposition, and we aspire to be the best learning organization in the sector.
  • In order to redesign, restructure, and re-imagine, Liberty Life affiliate EQ-Fin established Our Academy in February 2020. Since then, it has emerged as the NDP of choice for new advisors entering the market.

The following is part of our Value Proposition for all of our Advisors:

  • – Having access to knowledgeable administration personnel
  • – The capacity to further your education and development through our Educational Trust
  • – Curriculum for structured training offered by our Academy
  • – Many reward and incentive programs
  • – Individualized business initiatives
  • – Group advantages
  • – Future mentoring arrangements with Senior Executive Advisors
  • – Positive workplace environment
  • Career advancement

Duties & Responsibilities

  • Work with individuals or businesses to determine their financial needs and assist them in achieving their financial objectives, such as selecting investments.
  • Additionally, provide tax laws pertaining to specific investments and assistance with insurance decisions.
  • To find new clients for this position, networking and prospecting are necessary.
  • Schedule meetings with clients either in person or through an online meeting platform.
  • study the financial situation of the client (e.g. income, expenses and liabilities)
  • Examine and identify potential sources of funding (e.g. insurance, investments and retirement products)
  • Adapt financial strategies to clients’ evolving needs
  • Present and market appropriate financial services and products.

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