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Private Wealth Advisor

1 week ago

Townsville, Queensland, Australia Capital Haus Full time

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.