Sydney-based Financial Advisor Position
7 days ago
We are seeking an experienced Senior Financial Advisor to provide strategic guidance and quality advice to our High Net Worth clients. This role involves working closely with existing clients, understanding their complex needs and objectives, and formulating effective financial plans to meet their requirements.
The ideal candidate will have completed the FASEA exam and possess at least 3 years of experience in financial planning. Direct equities and portfolio management expertise is preferred, as well as XPLAN/Midwinter experience.
This is an exceptional opportunity for a dedicated professional who genuinely cares about client outcomes and provides value-driven advice that makes a difference in their lives.
**Key Responsibilities:**
- Foster relationships with existing clients and understand their needs
- Provide strategic and quality advice on complex financial decisions
- Formulate effective financial plans that meet client objectives
- Ensure compliance with legislative and regulatory frameworks
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