Senior Financial Advisor
Core
Develop and implement comprehensive financial plans for high-net-worth clients, advising on investments, retirement, tax, estate planning, and insurance.
Role type
Senior Financial Advisor (High-Net-Worth)
Builds
Tailored wealth strategies and financial plans for individual clients
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Investment product knowledge, tax law expertise, retirement planning, estate planning, financial data analysis, CRM proficiency
Preferred skills
CFP or CFA certification, SMSF accreditation, business development track record, integrated advice experience
Technologies
Xplan, CRM systems
Responsibilities
Develop comprehensive financial plans tailored to client goals and risk tolerance; Advise high-net-worth clients on investments, retirement, tax, and estate planning; Build and maintain long-term client relationships; Analyse client financial data and collaborate with external specialists; Stay current with market trends and regulatory changes.
Seniority
Senior, hands-on IC