Financial Adviser - Gold Coast
Core
Conduct discovery meetings with prospective clients to guide them through the decision to engage with the firm, utilizing paraplanning and admin support.
Role type
Financial Adviser
Builds
Client engagement and trust for high-value clients
Domain
Financial advice / Wealth management
Deliverable
client delivery
Required skills
Financial advice experience, client-facing wealth management, presenting solutions to high-value clients, discovery meeting facilitation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Conduct discovery meetings with prospective clients, build trust and understand client goals, guide clients through the decision to engage
Seniority
Mid-level (3+ years experience)