Senior Financial Adviser
Core
Service an existing book of well-established clients and grow the book through new clients sourced by referral network.
Role type
Senior Financial Adviser
Builds
Client relationships and financial advice solutions
Domain
Financial Services
Deliverable
client delivery
Required skills
client service, 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 and take them through the advice process, Build trust, understand client goals, and guide them through the decision to engage with the business
Seniority
Senior, experienced IC
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