Financial Adviser
Core
Experienced financial adviser providing holistic financial advice to pre-retirees and retirees, managing an existing book of clients and building a new client base.
Role type
Senior IC financial adviser
Builds
Client relationships and financial advice strategies
Domain
Financial planning / Retirement planning
Deliverable
client delivery
Required skills
Holistic financial planning, client relationship management, compliance adherence, record maintenance, strategic advice
Preferred skills
Experience with existing client books, rapid growth environment adaptability
Technologies
Financial planning software (implied by record maintenance)
Responsibilities
Develop relationships with new and existing clients, maintain client records, maintain high compliance standards, deliver exceptional client experience
Seniority
Senior, hands-on IC