Senior Financial Advisor
Core
Senior Financial Advisor responsible for generating new business, building strategic networks, and delivering holistic wealth strategies to high-net-worth individuals and business owners.
Role type
Senior IC Financial Advisor (Wealth Management)
Builds
Holistic financial advice, wealth creation, investment, superannuation, retirement, and intergenerational wealth strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business development, relationship management, prospect conversion, strategic networking, holistic financial planning, high-net-worth client engagement
Preferred skills
Experience with complex client structures, cross-functional collaboration (Accounting, Tax, Lending)
Responsibilities
Proactively build and grow a high-quality client portfolio; Identify, cultivate and convert opportunities from prospective clients and referral partners; Deliver tailored wealth creation and investment strategies; Leverage firm divisions to deliver integrated client solutions; Maintain active presence in professional and community networks; Mentor junior team members