Senior Private Wealth Adviser
Core
Delivering professional, end-to-end financial planning advice to support members in achieving their financial objectives, including high-net-worth clients and senior university staff.
Role type
Senior Private Wealth Adviser (Fee-for-Service)
Builds
Personal advice plans, client education sessions, and promotional initiatives for UniSuper members.
Domain
Financial Planning / Superannuation / Wealth Management
Deliverable
client delivery
Required skills
Holistic fee-for-service personal advice, business development, financial planning, superannuation, taxation, investments, social security, workshop presentation, governance and compliance
Preferred skills
AI in advice delivery, mentoring associate advisers
Technologies
AI tools for advice delivery
Responsibilities
Generate new clients through self-generated activity and referrals, deliver comprehensive advice to high-net-worth clients, represent UniSuper at seminars and events, apply governance and compliance standards, contribute to advice innovation, mentor associate advisers
Seniority
Senior, hands-on IC with mentorship duties