
Senior Financial Strategist
2 weeks ago
Financial Advisory Solutions
- Expert Financial Strategies: Develop tailored financial solutions that address clients' unique circumstances, incorporating investment management, retirement planning, and risk mitigation.
Key Responsibilities:
- Investment Advice: Provide expert advice on superannuation and investment strategies to support clients' long-term financial growth and stability.
- Risk Management: Design personalized risk management plans to mitigate potential risks and ensure clients' financial security.
Required Skills and Qualifications:
- Degree in Finance: A degree in finance with industry qualifications such as CFP or FASEA compliance.
- Industry Knowledge: In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
Benefits:
- Competitive Compensation: A competitive salary package and benefits.
- Collaborative Culture: A supportive and growth-oriented environment with opportunities for professional development and career advancement.
- Flexible Work Arrangements: The flexibility to work from either our Newcastle or East Maitland offices.
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