Highly Skilled Financial Strategist
5 days ago
We are seeking an experienced and qualified Financial Advisor to join our esteemed team at Click and Connect Online Limited in Sydney, Australia.
About the Role:
This is a fantastic opportunity for a skilled Financial Advisor to leverage their expertise and passion for delivering exceptional financial services to clients. The successful candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of building and maintaining relationships with high net worth individuals.
Key Responsibilities:
- Cultivate and maintain strong relationships with clients through expert financial advice and guidance
- Perform thorough assessments of clients' current financial situations and future goals
- Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies
- Regularly review clients' financial progress and adapt plans as needed
- Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients
Requirements:
- 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
Salary and Benefits:
The salary for this role is estimated to be around AU$120,000 - AU$180,000 per annum, depending on experience. We also offer a competitive benefits package, including opportunities for professional development and growth within the company.
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