Associate Wealth Advisor (Internally Consultant, Trustee Investments )
Core
Support clients navigating health and personal injury challenges with tailored financial solutions and investment strategies.
Role type
Associate Wealth Advisor (Internally Consultant, Trustee Investments)
Builds
Investment strategies and portfolio reports aligned with fiduciary principles
Domain
Financial Planning / Wealth Management / Trustee Services
Required skills
FASEA qualification, 2-4 years experience in financial planning/paraplanning/client services, knowledge of superannuation/social security/aged care, emotional intelligence, communication skills
Preferred skills
Empathy, integrity, ability to explain complex ideas simply
Responsibilities
Support delivery of tailored financial solutions for clients, attend client meetings with Relationship Managers, help develop investment strategies and portfolio reports
Seniority
Mid-level, client-facing IC