Wealth Advisor
Hybrid
Core
Support clients navigating health and personal injury challenges with tailored financial solutions and investment strategies.
Role type
Client-facing Wealth Advisor (Health & Personal Injury)
Builds
Investment strategies and portfolio reports aligned with fiduciary principles
Domain
Financial advice / Health & Personal Injury
Required skills
FASEA-approved qualifications, superannuation knowledge, social security knowledge, aged care knowledge, emotional intelligence, complex idea simplification
Preferred skills
Empathy, integrity, human connection
Responsibilities
Support delivery of tailored financial solutions for clients, Attend client meetings with Relationship Managers, Help develop investment strategies and portfolio reports
Seniority
Mid-level (2-4 years experience)