Financial Advisor
Core
Manage and develop trusted client relationships to deliver practical, personalized advice on wealth accumulation, investments, retirement planning, insurance, and estate planning.
Role type
Financial Advisor (Wealth Management)
Builds
Personalized financial advice and ongoing portfolio reviews for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client advisory, analytical problem-solving, estate planning, risk protection
Preferred skills
CFP or other relevant professional credentials, experience in financial planning or wealth management
Responsibilities
Manage and develop trusted client relationships, provide advice on superannuation, investments, retirement planning, and insurance, collaborate with firm specialists, identify opportunities for new clients
Seniority
Entry to Mid-level, flexible based on experience