Wealth Protection Advisor
3 days ago
An opportunity exists to take on a role that has an existing personal insurance client base as well as a strong referral arrangement with a mid-tier accounting firm. This is an opportunity to drive and develop a business model within a well-resourced and strong cultured team, an opportunity to build your career.
**Our Firm**
Morgans is Australia’s largest and most credible national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. Morgans Financial Limited **North Quay office** currently have a Wealth Protection Adviser opportunity within our Brisbane CBD office. The successful individual will work in a close knit financial advisory team.
- RG146 qualified / meet FASEA requirements
- Client service focused
- Self-motivated and ability to meet deadlines
- Sound problem solving skills
- Attention to detail
- Excellent personal time management
- Excellent relationship-building skills
- Excellent analytical skills
- Experience in personal risk advice
- Team focused
- Excellent written and verbal communication skills
- A growth and business mindset
**Some of your responsibilities will include, but not be limited to**:
- Client relationship management
- Undertake marketing and business development activities
- Maintain knowledge of markets, products and industry
- Incorporate relevant research into client interactions
- Provide recommendations to, and implement recommendations on behalf of, clients
- Observe compliance and regulatory standards
- Undertake cross-sell initiatives with clients where appropriate
- Contribute to financial budget and business development plans
**How to Apply
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