Financial Adviser - Brisbane
Core
Service an existing book of well-established clients and grow the book through new clients sourced by referral network.
Role type
Financial Adviser
Builds
Client relationships and financial advice solutions
Domain
Financial Services
Deliverable
client delivery
Required skills
client servicing, discovery meetings, presenting solutions to high-value clients, building trust, understanding client goals, guiding decision-making
Preferred skills
referral network development
Responsibilities
Engage and service a strong book of clients, conduct discovery meetings with prospective clients, take clients through the advice process, build trust and guide clients to engage with the business
Seniority
Mid-level, experienced IC
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