Sydney Wealth Manager Professional

2 weeks ago


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

**Career Opportunity:** Experienced Independent Financial Advisor Wanted in Sydney, Australia

At Click and Connect Online Limited, we are seeking an accomplished and dedicated Independent Financial Advisor to join our esteemed team in Sydney, Australia.

Job Overview:

  • Industry: Wealth Management
  • Location: Sydney, Australia

We are a reputable wealth management firm in the heart of Sydney, committed to providing exceptional financial services to our clients. Our ideal candidate will possess a strong background in financial advisory, excellent communication skills, and a passion for delivering expert advice to help clients achieve their financial goals.

Responsibilities:

  • Cultivate and maintain strong relationships with clients, providing personalized financial guidance and support.
  • Conduct thorough assessments of clients' current financial situations and future objectives.
  • Develop and implement customized financial plans, encompassing investment, retirement, and tax planning strategies.
  • Regularly review clients' financial progress and adjust plans as needed.
  • Stay up-to-date on industry trends and regulations to ensure compliance and provide superior service to clients.

Requirements:

  • Minimum 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 salary package, estimated at AU$120,000 - AU$180,000 per annum.
  • A supportive and collaborative work environment.


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