Financial Advisor

1 day ago

Australia Picturewealth Full time

Overview
Direct message the job poster from PictureWealth
Company: PictureWealth — We help people visualize, plan, and build the life they want with expert advice and intuitive tools for financial well-being.
Role Description
This is a full-time remote position for our FinTech advice-based company. The Financial Advisor will develop personalized financial plans, provide expert advice on investments, retirement planning, and overall financial well-being. Daily tasks include meeting with clients to assess financial goals, creating detailed financial plans, and providing ongoing advice to help clients achieve their objectives. The advisor will stay updated on financial markets and opportunities to offer timely guidance.
Responsibilities
Develop personalized financial plans and provide expert advice on investments and retirement planning
Meet with clients to assess goals and create detailed financial plans
Provide ongoing advice to help clients achieve financial objectives
Stay updated on financial markets and investment opportunities
Qualifications
Skills in Financial Planning and Financial Advisory
Experience in Finance and Investments
Expertise in Retirement Planning
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Completed all relevant qualifications in Financial Planning (e.g., Graduate Diploma of Financial Planning)
CFP (Certified Financial Planner) designation is a plus
Experience in the financial services industry is beneficial
Experience using xplan is an advantage but not a requirement
Employment Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Note: This listing contains other job references and dates that are not part of the Financial Advisor role. Only the items above are specific to this role.
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