Financial Planner
Core
Manage and cultivate an established client base of medical, dental, and allied health professionals, designing wealth strategies to meet their immediate needs and long-term objectives.
Role type
Senior Financial Planner / Wealth Strategist
Builds
Personalized wealth strategies and financial advice for professional clients
Domain
Financial Planning / Wealth Management (via careerplan.io/jobs/36fc521e-d656-42c8-9409-f95ad5780289-financial-planner-at-wealthmed-australia)
Deliverable
client delivery
Required skills
Client relationship management, wealth strategy design, financial modeling, regulatory compliance, team leadership (guiding paraplanners), risk assessment
Preferred skills
Converting referrals to clients, multi-tasking, handling large client books
Technologies
Financial modeling tools
Responsibilities
Conduct client meetings and reviews to develop/adjust wealth strategies, provide trusted financial advice using internal modeling, ensure accuracy and compliance of client files and documentation, assist in providing technical direction to paraplanners and implementation staff, manage and grow the client base