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Strategic Wealth Manager
3 weeks ago
We are seeking an experienced and skilled Independent Financial Advisor to join our esteemed team in Sydney, Australia.
This is a key role within our wealth management firm, requiring strong financial expertise, exceptional communication skills, and the ability to build long-lasting relationships with clients.
The successful candidate will be responsible for providing expert financial advice and guidance to clients, helping them achieve their financial objectives and secure their financial futures.
Required Skills and Qualifications- A minimum of 5 years' 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 (Assets Under Management)
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
We offer a competitive package and a supportive, collaborative work environment. Our firm is committed to providing opportunities for professional growth and development, ensuring that our employees have the tools and resources needed to succeed in their roles.
About This OpportunityThis is an exciting opportunity for an experienced Independent Financial Advisor to join our team and contribute to the success of our wealth management firm. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply.
