Experienced Financial Strategist Wanted

2 weeks ago

Sydney, New South Wales, Australia Hoxton Wealth Full time
About the Role

We are seeking a skilled and dynamic Financial Advisor to join our established Sydney team at Hoxton Wealth. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to comprehensive financial planning.

This position offers the opportunity to make a significant impact by enhancing client relationships, providing tailored advice, and helping clients achieve their long-term financial goals.

Key Responsibilities
  • Client Servicing: Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
  • Holistic Planning: Develop and deliver bespoke financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
  • Business Development: Identify opportunities to grow the client base by acquiring new clients through referrals, networking, and targeted outreach.
  • Collaboration: Work closely with the broader Hoxton Wealth team to integrate comprehensive planning into existing practices and enhance service offerings.
  • Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.
  • Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.
Skills and Experience
  • Experience: A minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.
  • Qualifications:
    • Relevant financial planning certifications (e.g., CFP, Diploma of Financial Planning, or equivalent).
    • RG146 compliance or willingness to complete necessary qualifications for Australian standards.
  • Technical Skills: Strong knowledge of investment products, tax strategies, superannuation, insurance, and estate planning.
  • Communication: Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
  • Analytical Thinking: Strong analytical skills to assess client needs and create tailored solutions.
  • Drive and Initiative: A proactive mindset with the ability to manage client relationships and generate new business opportunities.
  • Team-Oriented: A collaborative approach to working within a team to achieve shared goals.
What We Offer
  • A supportive team environment with a focus on collaboration and professional growth.
  • Ongoing training and opportunities to refine your skills in holistic financial planning.
  • The chance to work with an existing portfolio while expanding your network and business.
  • A competitive remuneration package, including an estimated salary of $120,000 - $180,000 per annum, depending on experience, plus incentives and benefits.
  • Global presence and opportunities for cross-border collaboration with a reputable international wealth management firm.
About Hoxton Wealth

Hoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.

  • Chief Financial Strategist

    3 weeks ago

    Sydney, New South Wales, Australia REO Group Full time

    Chief Financial StrategistSalary: $155-175K TEC per annum.Job OverviewWe are seeking an experienced Chief Financial Strategist to join our team at the REO Group. As a key member of our executive leadership team, you will play a crucial role in driving financial performance and strategy for our organisation.Reporting to the CEO, you will be responsible for...

  • Senior Financial Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Teva Pharmaceuticals Full time

    About the OpportunityWe are seeking an experienced Senior Financial Strategist to join our team at Teva Pharmaceuticals in Australia.

  • Financial Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    About Charterhouse">Charterhouse is a leading Australian non-profit organisation in a high growth phase, dedicated to driving strategic financial decisions and maximising resources to deliver on its purpose. With a long-standing history of providing critical services to the community, they have established themselves as a trusted name within their...

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Apex Group Full time

    Job DescriptionWe are seeking an experienced Chief Financial Strategist to join our team in Sydney. As a key member of our finance function, you will be responsible for ensuring the efficient and effective running of the finance function for one or more legal entities.

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Lead Group Full time

    Job SummaryWe are seeking a highly experienced and skilled Chief Financial Strategist to join our dynamic team at Lead Group. As a seasoned finance professional, you will play a key role in driving financial performance and strategy.About UsLead Group is a growing organization committed to excellence in all aspects of our business. We offer a stimulating and...

  • Senior Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Public Sector People Full time

    Public Sector People is partnering with a local council to recruit for a Senior Financial Strategist, to cover a 3-6 month period. This role is an excellent opportunity for a finance professional to make a meaningful impact in the public sector.The Senior Financial Strategist will be responsible for:Developing and implementing financial reporting systems...

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Allura Partners Full time

    About the RoleWe are seeking a highly experienced Chief Financial Strategist to join our team at Allura Partners. As a Senior Finance Manager, you will play a critical role in providing strategic finance and decision support to drive business growth.Job DescriptionThe ideal candidate will have a strong background in FMCG, Pharmaceutical, or other...

  • Financial Business Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Cuscal Limited Full time

    Unlock a Rewarding Career as a Financial Business StrategistCuscal Limited, a leader in the rapidly evolving world of payments, invites highly skilled and ambitious professionals to join our Finance team. As a key member, you will play a pivotal role in shaping the company's financial strategy, driving business growth, and delivering exceptional...

  • Financial Markets Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Firesoft People Full time

    Job Summary:We are seeking a highly skilled Financial Markets Strategist to join our team at Firesoft People. The ideal candidate will have at least 5 years of experience trading options and a strong background in financial markets.About the Role:As a Financial Markets Strategist, you will be responsible for executing trades in the options markets, managing...

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Iress Full time

    Iress, a leading technology company, is seeking a highly skilled Chief Financial Strategist to play a pivotal role in shaping the strategic direction of our organisation.The successful candidate will deliver high-impact insights to our Executive Leadership Team (ELT) and Board, guiding critical decision-making and driving key group objectives.We are looking...

  • Financial Strategist

    13 hours ago

    Sydney, New South Wales, Australia Binance Full time

    This is a challenging Financial Strategist role at Binance, an innovative Australian company driving growth in the digital asset industry. The ideal candidate will have extensive experience in Loan and Equity markets, preferably from traditional finance funding management roles.**Job Overview:**Binance is a leading player in the crypto industry, offering...

  • Sydney Based Financial Strategist

    4 weeks ago

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

    At Click and Connect Online Limited, we are seeking a skilled Financial Strategist to join our team in Sydney.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.Possessing industry-leading qualifications such as CFP, CFA, or other relevant certifications is essential for this role.A...

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Qantas Airways Limited Full time

    Company OverviewQantas Airways Limited is a leading Australian airline with a rich history of innovation and excellence. As a part of our finance team, you will be at the forefront of shaping our financial strategy and contributing to the company's continued success.Job DescriptionThe Chief Financial Strategist role is a critical position within our finance...

  • Sydney Business Development Strategist

    3 weeks ago

    Sydney, New South Wales, Australia IMC Financial Markets Full time

    At IMC Financial Markets, we're growing our business strategy team in Sydney and looking for a skilled individual to drive strategic priorities forward.We're seeking a consultant or former-consultant at a top-tier firm with experience in internal strategy/business development within the industry. The successful candidate will have outstanding problem-solving...

  • Senior Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Job OverviewAequalis Consulting is a leading consulting firm in the infrastructure investment sector, partnering with prestigious clients to drive financial growth and strategy. We are seeking an exceptional Senior Financial Strategist to join our team.

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Talent Web Recruitment Full time

    This is an exciting opportunity to join Talent Web Recruitment as a Chief Financial Strategist and make a significant impact on the company's financial strategy. The role involves overseeing all aspects of financial management, including budgeting, forecasting, treasury, and cash flow management.About the CompanyTalent Web Recruitment is a leading...

  • Financial Asset Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Job OverviewWe are seeking a highly skilled Financial Asset Strategist to join our team at Charterhouse.

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Qantas Group Full time

    Role OverviewThe Chief Financial Strategist role at Qantas Group offers an exciting opportunity to contribute to the company's financial planning and strategy. Based in Mascot, this permanent full-time position is part of the Group External Reporting and Advice team.

  • Senior Financial Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Scentre Group Full time

    About the RoleWe are seeking a highly skilled Senior Financial Strategist to join our team at Scentre Group.This is an exceptional opportunity for a talented individual to play a key role in driving financial success and growth within our organisation.

  • Chief Financial Strategist

    4 weeks ago

    Sydney, New South Wales, Australia Red Bull Full time

    Job OverviewIn the fast-paced environment of Red Bull Australia, we are seeking a seasoned professional to lead our commercial finance function. As Chief Financial Strategist, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.