Senior Financial Consultant

2 weeks ago

Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

Fitzgerald Jenkins Recruitment is seeking a driven and motivated Senior Financial Consultant to join their growing business in the wealth management industry.

Job Description
  • We are looking for an individual who can develop strong technical ability and drive strategy & advice innovation.

The successful candidate will have the opportunity to be mentored by senior members of the Investment Advisory Team, and develop the knowledge and skills required to transition into a role as an Investment Adviser.

Key Responsibilities
  1. Develop advisory business, source new clients and establish client relationships using networking/referral processes and marketing initiatives.
  2. Collect and analyse financial and investment information in order to provide sound financial and investment advice to clients.
  3. Assess client's financial objectives and provide appropriate recommendations that comply with their risk parameters/financial objectives.
  4. Provide an investment service for clients and invest funds in a manner consistent with their financial objectives.
  5. Provide superior client service that builds strong client relationships.
  6. Maintain client portfolios on a regular basis.

The ideal candidate will have a University Degree in Business / Commerce / other finance related discipline, be RG146 compliant and possess strong relationship management skills and ability to build internal and external stakeholder networks.

Requirements
  • RG146 compliance
  • University Degree in Business / Commerce / other finance related discipline
  • Highly motivated and self-directed
  • Strong relationship management skills and ability to build internal and external stakeholder networks
  • Strong advisory and selling skills

We estimate the salary for this position to be around $80,000 - $120,000 per year.

This is an excellent opportunity for individuals who are passionate about building a successful career in the wealth management industry.

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