
Financial Adviser
1 day ago
Company Description
MR Wealth Financial Advisers has been a trusted partner in helping clients achieve their financial dreams for over 10 years. Our team of experienced planners and brokers excel in financial planning and lending, ensuring each client's unique needs are met with tailored strategies. We take pride in our commitment to affordability, exceeding client expectations, and building long-term relationships. Our dedication is reflected in the trust and referrals we receive from clients who continuously seek our guidance across multiple generations.
Role Description
This is a full-time hybrid role for a Financial Adviser, located in Perth, WA with some flexibility for work from home. The Financial Adviser will be responsible for providing expert advice on financial planning, retirement planning, investments, and general finance. This includes assessing clients' financial situations, developing strategies to meet their goals, and monitoring clients' financial progress. The role also involves regular client meetings, staying updated on financial regulations, and collaborating with a team to ensure comprehensive service delivery.
Qualifications
- Expertise in Financial Planning and Financial Advisory
- Strong knowledge in Retirement Planning and Investments
- Proficiency in general Finance principles and practices
- Excellent communication and interpersonal skills
- Ability to work both independently and as part of a team
- Relevant qualifications to remain a financial adviser under the current ASIC requirements
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