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Expert Financial Planner Wanted
2 weeks ago
Toro Wealth is seeking an experienced financial professional to provide comprehensive independent advice.
- The successful candidate will offer 4-meeting engagement planning services.
- Leads will be generated for the adviser, with no ongoing client management responsibilities.
- Meetings will be held virtually, and support will be provided.
We are looking for a knowledgeable and honest individual who can provide conflict-free advice.
Key Responsibilities:- Providing financial planning guidance to clients.
- Generating leads and managing relationships.
- Collaborating with a team of professionals to achieve goals.
- ASIC registration as a financial adviser.
- Minimum 3 years' experience in financial advising (paraplanning experience preferred).
- Relevant degree qualification (post-graduate qualifications an advantage).
- Excellent knowledge of superannuation, retirement planning, and SMSFs, as well as estate planning, trusts, and companies.
- Strong interpersonal and communication skills, with the ability to build rapport with clients.
