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Financial Services Professional

2 months ago

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

Job Title: Independent Financial Advisor

About Us: Click and Connect Online Limited is a reputable wealth management firm dedicated to providing expert financial advice to clients.

Job Summary: We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team.

Key Responsibilities:

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

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.

What We Offer: A competitive package and a supportive, collaborative work environment.