Independent Financial Advisor - Sydney
Independent Financial Advisor - Sydney
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Job Description
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney Australia
We are representing a reputable Wealth Management firm in Sydney Australia in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.
As an Independent Financial Advisor you will play a crucial role in providing expert financial advice to clients assisting them in realizing their financial objectives and securing their financial futures.
Requirements:
Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
Possession of industryleading qualifications such as CFP CFA or other relevant certifications.
Transferable client base and AUM.
Excellent communication and interpersonal skills.
Strong analytical and problemsolving abilities.
Ability to work independently and collaboratively within a team environment.
Responsibilities:
Cultivate and maintain strong relationships with clients delivering expert financial advice and guidance.
Perform thorough assessments of clients current financial situations and future goals.
Develop and execute personalized financial plans for clients encompassing investment retirement and tax planning strategies.
Regularly review clients financial progress and adapt plans as needed.
Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.
We offer a competitive package and a supportive collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
We offer a competitive package and a supportive collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
Remote Work :
No
Employment Type
Full Time
