Financial Adviser
Core
Provide strategic financial planning and investment advice to a diverse client base across Adelaide and the surrounding region.
Role type
Financial Adviser
Builds
Client relationships and financial solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment advice, Client relationship management, Regulatory compliance (ASIC registration), SMSF knowledge
Preferred skills
Commercial acumen, Proactive focus