Financial Advisor

2 days ago

Penrith Municipality, Australia Clarity Wealth Full time $90,000 - $120,000 per year

Clarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business expands. Here's a summary of the key points:

Position Overview:

  • Company: Clarity Wealth, a growing financial advice business in Western Sydney.
  • Role: Financial Advisor, with a focus on servicing a pre-vetted source of leads.
  • Offices: Based in Penrith, with additional office in Richmond.

Role Responsibilities:

  • Engage with clients to understand their financial goals and needs.
  • Advise clients on suitable structures and strategies
  • Provide compliant, timely, and sound financial advice.
  • Maintain high compliance standards.
  • Contribute to internal training and process improvements.
  • Potential involvement in networking to grow the business and brand.

About You (Ideal Candidate):

  • Experience: At least 2 years of financial advice experience, with expertise in advising retirees, pre-retirees, and small business owners.
  • Skills: FASEA approved, strong advisory skills in retirement planning, insurance and SMSF.
  • Client-Focused: Personable, sympathetic, and able to develop client relationships.
  • Motivated: Able to build and grow a book of business from scratch, while also managing existing client reviews.

Opportunity Highlights:

  • A strong, qualified lead source is available, making the business growth opportunity unique.
  • Potential to work with a wide variety of clients and contribute to an expanding company.
  • Focus on providing bespoke financial advice tailored to individual client needs.

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