Financial Advisor

2 weeks ago

Sydney, New South Wales, Australia True North Lifestyle Full time $90,000 - $120,000 per year

Company Description

True North Lifestyle is a lifestyle goals-focused financial planning firm dedicated to helping clients create their best life based on individual definitions of happiness and fulfillment. We provide strategies that support income and capital needs, offering structure and flexibility to achieve desired outcomes more easily and quickly. True North Lifestyle is committed to empowering clients to live life on their terms with a strong foundation in financial planning.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Sydney, NSW, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning, including retirement planning and investment advice. Day-to-day tasks involve client consultations, developing personalized financial strategies, managing investment portfolios, and providing sound financial advice. The role requires maintaining up-to-date knowledge of financial products and regulatory changes to best serve clients and help them achieve their financial goals.

Qualifications

  • Expertise in Financial Planning, Finance, and Financial Advisory skills
  • Experience in Retirement Planning and Investments
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team in a hybrid work environment
  • A bachelor's degree in finance, economics, or a related field is preferred
  • Relevant financial planning certifications are a plus
  • Experience in understanding and adapting to client-specific financial needs and goals

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