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Financial Adviser
2 weeks ago
Position Description – Financial Adviser
Company Description
MR Wealth specialise in helping clients plan for a secure financial future. With over 10 years of experience, our team excels in financial planning and lending to meet diverse client needs. We work closely with our clients, ensuring services are affordable and tailored to their budget. Our commitment to exceeding expectations has earned us the trust of multiple generations of clients, who often refer friends and family to MR Wealth. We are dedicated to growing and protecting our clients' wealth.
Role Description
This is a full-time hybrid role for a Financial Adviser, based in Perth, WA, with some work-from-home flexibility. The Financial Adviser will be responsible for providing financial planning services, retirement planning advice, and investment strategies. Day-to-day tasks include meeting with clients, assessing their financial needs, creating tailored financial plans, and offering expert financial advice to help them meet their financial goals.
Qualifications
- Skills in Financial Planning/Advice
- Expertise in Retirement Planning
- Knowledge of Investments and Financial Advisory
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Experience with financial software and tools
- Bachelor's degree in Financial Planning, Finance, Economics, or a related field
- Experience pathway met or education requirements in place as a minimum requisite.
