Senior Financial Advisor
Core
Deliver holistic, personalized financial advice and build long-term client relationships across the full lifecycle of wealth management.
Role type
Senior Financial Advisor (IC)
Builds
Client wealth strategies and integrated financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, regulatory compliance, client relationship management, business development, product knowledge, cross-functional collaboration
Preferred skills
Xplan proficiency, Microsoft Office expertise
Technologies
Xplan, Microsoft Office
Responsibilities
Provide holistic financial advice covering superannuation, investments, retirement, insurance, and estate planning; maintain ongoing client relationships through regular reviews; identify opportunities to enhance outcomes using lending and investment solutions; build new client relationships via networking and referrals; collaborate with accountants, solicitors, and mortgage brokers; stay current with market trends and regulatory requirements.