Financial Adviser
Core
Provide holistic wealth advice, investment structuring, and personalized financial planning to clients with diverse wealth needs.
Role type
Financial Adviser (Wealth Management)
Builds
Personalized financial advice and investment strategies for individual clients
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
holistic wealth advice, SMSF structuring, direct equities investment, tax planning, superannuation strategy, retirement income planning, personal risk/insurance advice, business development
Preferred skills
SMSF specialist qualifications, Xplan financial planning software proficiency
Responsibilities
Collaborate with accounting teams to identify holistic wealth opportunities, conduct consultative conversations to understand client needs, assist with complex investment and wealth protection decisions, prospect networks to grow new business, adhere to Risk and Compliance protocols