Adviser
Core
Provide strategic financial planning and investment advice to individual clients in Albury, managing an established portfolio and driving growth.
Role type
Financial Adviser
Builds
Client relationships and financial solutions for individuals and SMSFs
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advice, SMSF management, client relationship management, revenue target achievement
Preferred skills
Commercial acumen, proactive approach
Technologies
ASIC Financial Advisers Register
Responsibilities
Assess client needs, deliver tailored financial advice, identify new client opportunities, meet growth targets, retain clients, collaborate with accountants
Seniority
Experienced IC
Sourced via viewjobs · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.