Highly Skilled Financial Strategist

5 days ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time
Financial Advisor Job Opportunity

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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