Senior Financial Adviser
Core
Onboard pre-sold high-net-worth accumulator clients and deliver strategic financial planning advice including tax reduction, investing, superannuation, insurance, and estate planning.
Role type
Senior Financial Adviser (Fee-for-Service)
Builds
Long-term client relationships and executed financial strategies
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Strategic financial planning, tax strategy, investment management, superannuation planning, insurance planning, estate planning, client relationship management, financial modeling (Xtools+, Adviserlogic, Midwinter), fee-for-service sales
Preferred skills
ASIC registration, degree qualification
Responsibilities
Onboard new high-net-worth clients, develop and execute comprehensive financial strategies, manage client portfolios, provide advice on tax, investments, and estate planning
Seniority
Senior, hands-on IC
