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Financial Planning Advisor
2 months ago
About EBR:
EBR is a leading provider of financial planning and advisory services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.
Job Summary:
We are seeking a highly skilled and experienced Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will play a critical role in providing strategic advice to our clients and helping them achieve their financial goals.
Key Responsibilities:
- Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Financial Planning: Conduct thorough financial assessments and develop comprehensive financial plans to help clients achieve their goals.
- Investment Management: Research and recommend investment strategies to clients, ensuring alignment with their financial goals and risk tolerance.
- Portfolio Management: Monitor and adjust client portfolios as needed to ensure optimal performance and alignment with client goals.
- Client Communication: Provide regular updates and progress reports to clients, ensuring they are informed and engaged throughout the financial planning process.
- Team Collaboration: Work closely with other EBR team members to ensure seamless delivery of financial planning services to clients.
Requirements:
- Education: Degree qualified in Commerce, Economics, or a related field.
- Experience: 2+ years of experience in financial planning, superannuation consulting, or a related field.
- Skills: Exceptional client service skills, excellent written and verbal communication skills, and strong analytical and problem-solving skills.
