Sydney Financial Services Manager

1 month ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time

As a seasoned Financial Advisor, you will be instrumental in providing expert financial guidance to clients and helping them achieve their long-term goals.

We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Click and Connect Online Limited in Sydney, Australia.

Job Overview

Our reputable Wealth Management firm is dedicated to delivering exceptional financial services to its clients. As a key member of our team, you will play a vital role in cultivating strong relationships with clients, assessing their current financial situations, and developing personalized financial plans.

About the Role

This exciting opportunity requires a minimum of 5 years of experience as a Financial Advisor in the wealth management industry. You must possess industry-leading qualifications such as CFP, CFA, or other relevant certifications. A transferable client base and Assets Under Management (AUM) are also essential for this position.

Responsibilities

  • Cultivate and maintain strong relationships with clients, delivering 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.

What We Offer

We offer a competitive salary of AUD $120,000 - $180,000 per annum, depending on experience, plus a supportive and collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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