Financial Advisor
Core
Deliver holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance, and estate considerations while building client relationships.
Role type
Mid-level Financial Advisor
Builds
Integrated financial strategies and client outcomes
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advice delivery, client relationship management, regulatory compliance, business development, cross-functional collaboration, product knowledge
Preferred skills
Xplan proficiency, Microsoft Office skills
Responsibilities
Provide holistic financial advice, maintain ongoing client relationships, identify opportunities to enhance client outcomes using lending and investment solutions, build new client relationships through networking, stay current with market trends and regulations, collaborate with accountants and solicitors
Seniority
Mid-level, hands-on IC