Independent Financial Advisor

3 weeks ago

Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd 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.

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