Financial Adviser
Hybrid
Core
Provide personalized superannuation, insurance, and retirement advice to improve members' financial wellbeing and prepare them for retirement.
Role type
Financial Adviser (IC)
Builds
Member financial plans and advice documentation
Domain
Superannuation and Retirement Planning
Deliverable
client delivery
Required skills
Financial planning, relationship building, regulatory compliance, advice documentation, member education, technology proficiency
Responsibilities
Engage with members to understand goals, deliver compliant advice, identify broader financial planning needs, prepare advice documentation, participate in member education initiatives, stay updated on legislative developments