Financial Adviser
Core
Deliver tailored financial advice across superannuation, life insurance, and risk products to clients.
Role type
Financial Advisor (IC)
Builds
Client financial plans and insurance/superannuation solutions
Domain
Financial Services / Insurance / Superannuation
Deliverable
client delivery
Required skills
Financial advice qualifications (RG146/AFSL), product and market analysis, client relationship management, complex information simplification, autonomous work
Preferred skills
Experience in superannuation and/or insurance
Technologies
Financial planning software, market data tools
Responsibilities
Conduct in-depth analysis of clients' financial situations and goals, attend pre-scheduled client meetings to provide expert recommendations, keep up to date with product and market changes
Seniority
Mid-Senior, hands-on IC
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