Senior Financial Adviser
Core
Senior Financial Adviser providing comprehensive financial planning and wealth management solutions to high-net-worth individuals and employer groups.
Role type
Senior IC financial adviser (wealth management)
Builds
Tailored financial plans, investment strategies, retirement and estate planning solutions
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Comprehensive financial planning, investment advice, retirement planning, SMSF advice, tax strategy, estate planning, high-net-worth portfolio management, regulatory compliance
Preferred skills
Business development, leadership, integrated advice delivery, advanced tax/estate planning credentials
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, and estate planning; Build and maintain 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
Seniority
Senior, hands-on IC with leadership potential