Senior Financial Adviser
Core
Senior Financial Adviser providing comprehensive financial planning and tailored strategies for high-net-worth clients.
Role type
Senior IC financial adviser
Builds
Personalized financial plans and holistic wealth strategies
Domain
Financial services / Wealth management
Required skills
Comprehensive financial planning, investment advice, retirement planning, tax strategy, estate planning, SMSF advice, client relationship management, regulatory compliance, financial data analysis
Preferred skills
CFP, CFA, SMSF accreditation, advanced tax/estate planning, business development, leadership
Technologies
Xplan, CRM systems
Responsibilities
Develop and implement comprehensive financial plans tailored to clients' goals and risk tolerance; Advise high-net-worth clients on investments, retirement, tax, estate planning, and insurance; Build and maintain strong long-term client relationships through regular reviews; Analyse client financial data and collaborate with external specialists; Stay current with market trends and regulatory changes while meeting business targets.
