Financial Adviser, Port Macquarie
Core
Provide strategic financial advice to help clients achieve wealth creation, retirement planning, and personal insurance goals.
Role type
Financial Adviser
Builds
Client portfolios and financial strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
ASIC Financial Adviser registration, strategic advice capability, relationship building, compliance adherence
Preferred skills
Commercial mindset, ability to explain complex information
Technologies
Modern financial advisory systems
Responsibilities
Develop quality financial strategies, grow client portfolio through referrals and marketing, collaborate with lending and accounting specialists, maintain high standards of advice and compliance
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