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Independent Financial Advisor

3 months ago

Sydney, New South Wales, Australia Click and Connect Online Limited Full time

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia

We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures.

Requirements:

Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.

Transferable client base and AUM.

Excellent communication and interpersonal skills.

Strong analytical and problem-solving abilities.

Ability to work independently and collaboratively within a team environment.

Responsibilities:

Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance.

Perform thorough assessments of clients' current financial situations and future goals.

Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

Regularly review clients' financial progress and adapt plans as needed.

Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.


Self Employed