Expert Financial Services Consultant

2 weeks ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time
We are looking for an experienced Financial Services Consultant to join our team at Click and Connect Online Limited.

We require a qualified and skilled Financial Advisor to provide expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, industry-leading qualifications such as CFP, CFA, or other relevant certifications, and a transferable client base and AUM. They will also possess excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and collaboratively within a team environment.

Responsibilities will include cultivating and maintaining strong relationships with clients, delivering expert financial advice and guidance, performing thorough assessments of clients' current financial situations and future goals, developing and executing personalized financial plans for clients, and staying updated on industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, 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.

Key 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.


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