Senior Financial Advisor – Townsville - Multi-Disciplinary Firm – 100K+
Core
Delivering comprehensive financial planning and wealth solutions including superannuation, SMSFs, investments, risk management, estate planning, and lending to high-value clients.
Role type
Senior Financial Advisor (IC)
Builds
Personalized financial strategies and integrated wealth solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, SMSF management, investment strategy, risk management, estate planning, lending advice, tax-effective strategy design, client relationship management
Preferred skills
Equity ownership pathway, leadership development
Technologies
ASIC compliance tools, financial planning software
Responsibilities
Conduct client meetings to build long-term trusted relationships, manage and grow a portfolio of high-value clients, collaborate with in-house accountants and lending specialists, advise on tax-effective strategies and integrated wealth solutions, contribute to business growth through referrals
Seniority
Senior, hands-on IC