Financial Planner – Client Portfolio Management - Sunshine Coast – Boutique Firm – 120K-140K
Core
Lead new client meetings and review sessions, developing strategies and tailored recommendations for a growing client portfolio.
Role type
Mid-level financial planner (client portfolio management)
Builds
Client portfolios and long-term wealth strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, strategy development, regulatory compliance, portfolio management, financial product knowledge (SMA, ETFs, Direct Shares, Wrap Accounts), independent task management
Preferred skills
Equity partnership pathway, business growth contribution
Technologies
AdviserLogic
Responsibilities
Lead new client meetings and review sessions, develop tailored financial strategies, manage and grow own client portfolio, collaborate with paraplanners and Client Service Officers, ensure high-quality service delivery and compliance
Seniority
Mid-level, hands-on IC