Associate Financial Adviser at Boutique Private Wealth Firm
2 weeks ago
About the role
We are seeking an ambitious Associate Adviser, with an aspiration to be a Financial Adviser, to join our award winning wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will work within a dedicated team to provide premium wealth management advice and service to Executives and HNW clients. This is a full-time position based in our Eagle Street, Brisbane office.
What you'll be doing
- Collaborating within a team of 7 to develop tailored financial strategies for clients
- Conducting thorough financial reviews and analysis to understand clients' unique financial goals and needs
- Attending initial, advice presentation and review meetings with clients
- Preparing and presenting holistic financial plans and recommendations to clients
- Assisting with the implementation and ongoing monitoring of client portfolios and wealth management strategies
- Contributing to the development of financial planning tools, templates, and resources
- Maintaining up-to-date knowledge of financial regulations, products, and industry trends
- Providing exceptional client service and building long-lasting relationships with our clients
What we're looking for
- Tertiary qualification in finance, accounting, or a related field
- Completion of, or progress towards, a relevant financial planning qualification
- 2 years+ of experience in a financial planning or wealth management role
- Strong analytical and problem-solving skills with the ability to interpret complex financial information
- Excellent communication and presentation skills, with the ability to explain financial concepts to clients
- Passionate, driven individual who loves helping clients achieve their financial goals
- A genuine, team player who enjoys collaborating
- A commitment to staying up-to-date with industry regulations and best practices
What we offer
At VISIS Private Wealth, we are committed to providing our employees with a supportive and rewarding work environment. We offer a competitive salary, opportunities for professional development and a range of other employment benefits. In this role you will be mentored by one of our Partners who is a leading Financial Adviser and gain the practical experience to set up you up to be a highly successful adviser.
About us
VISIS Private Wealth is a leading wealth management firm that has been helping individuals and families achieve their financial goals for the past 24 years. We are dedicated to providing personalised, holistic financial advice that empowers our clients to make informed decisions and secure their financial futures. Our team of experienced financial advisers are committed to delivering expert advice, exceptional service and building long-term relationships with our clients.
To be considered for this role email
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