Senior Financial Adviser, Wealth Management Expert

2 months ago

Sydney, New South Wales, Australia Perpetual Full time
About the Role

We are seeking a highly skilled and experienced Financial Adviser to join our team at Perpetual Private. As a Senior Financial Adviser, you will be responsible for providing strategic financial planning and advice to our clients, as well as developing new business opportunities.

Key Responsibilities
  • Prepare and present comprehensive financial plans to clients, taking into account their individual needs and goals.
  • Provide ongoing strategic and investment reviews to existing clients, ensuring their financial plans remain aligned with their changing circumstances.
  • Develop new business opportunities through prospecting activities, client referrals, and introductions from alliance partners.
  • Participate in and conduct seminars organized by Perpetual Private, promoting our services and expertise to potential clients.
  • Maintain deep advice relationships with existing clients, seeking referrals and cross-selling fiduciary, philanthropy, tax, and risk advisory services.
About You

We are looking for a highly motivated and experienced Financial Adviser who possesses the following skills and qualifications:

  • Working towards a FASEA-approved pathway or relevant degree in Financial Planning or a related field.
  • Minimum 5 years of experience in financial planning, with a strong track record of business development and client relationships.
  • Excellent business development skills, with a strong network of contacts in the specialist segment.
  • Strong relationship-building skills, with the ability to build and maintain deep advice relationships with clients.
  • Excellent written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner.
Our Culture

At Perpetual Private, we value our unique culture, which is underpinned by our three organisational behaviours: Stretch, Own it, and Make an impact. We are committed to creating an inclusive workplace where diversity is celebrated, and we welcome applications from people from all backgrounds and communities.

Employee Benefits
  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to empower you to prioritize your personal wellbeing.
  • Access to LinkedIn learning, study support, and a commitment to supporting professional development.
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun.
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated. We are a WGEA Employer of Choice for gender equality since 2018 and have a strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy. We encourage applications from Aboriginal and Torres Strait Islander People and support over 50 Indigenous communities through Native Title Trusts, helping to secure their future.

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