Financial Advisor
Core
Deliver holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance, and estate considerations while building client relationships.
Role type
Financial Advisor
Builds
Client financial strategies and integrated outcomes using lending, investment management, and digital solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advice, client relationship management, regulatory compliance, business development, product knowledge, collaboration with external professionals
Preferred skills
Xplan proficiency, Microsoft Office skills
Responsibilities
Provide holistic financial advice, maintain ongoing client relationships, identify opportunities to enhance client outcomes, build new client relationships, stay current with market trends and regulations, collaborate with accountants and solicitors
Seniority
Mid-level (3–5 years experience)