Private Wealth Advisor

About This Role

We are seeking a skilled Financial Planner to join our team at Capital Haus. As a Financial Planner, you will be responsible for providing financial planning advice and services to high-net-worth clients. Your expertise will help us deliver high-quality solutions and drive business growth.

Key Responsibilities:

• Provide comprehensive financial planning advice, including wealth management, retirement planning, estate planning, and risk management.
• Service an established client base (70% of the role) while also developing new business opportunities (30%).
• Collaborate with stockbrokers and accountants within the firm to implement client strategies and optimize investment outcomes.
• Recommend investment solutions directly to clients and oversee strategy implementation.
• Build and maintain strong relationships with local accountants, lawyers, and referral partners to enhance client acquisition and retention.
• Actively participate in networking events, business groups, and local chambers to strengthen Capital Haus's presence in Townsville.
• Ensure compliance with ASIC and FASEA standards, adhering to all relevant financial planning regulations.
• Utilize financial planning software, including Xplan, Praemium, Complii, and Openmarkets, to manage client portfolios effectively.
• Work closely with the Head of Private Wealth to contribute to strategic business growth and development.

Qualifications and Requirements

To be successful in this role, you will have:

• A minimum of Graduate Diploma of Financial Planning and FASEA compliance qualifications.
• Experience in providing financial planning services to high-net-worth clients.
• Strong knowledge of investment strategies, superannuation, estate planning, and alternative investments.
• A proven ability to develop and grow a client base while maintaining exceptional service standards.
• A proactive approach to networking and business development.
• Excellent communication skills, with the ability to build trust and long-term relationships with clients and professional partners.
• Familiarity with Xplan, Praemium, Complii, and Openmarkets.