Job Title: Strategic Financial Advisor
Perpetual Wealth Management is seeking a skilled Strategic Financial Advisor to join their team. This role will involve providing professional and high-quality financial planning services to new and existing clients.
Key Responsibilities:
* Prepare and present strategic financial plans to prospective clients and provide ongoing strategic and investment reviews to existing clients
* Provide expertise and support to a specific market segment
* Support the development of new business by completing prospecting activities and converting leads provided from various sources
* Maintain deep advice relationships with existing clients and seek referrals from these clients
* Cross-sell fiduciary/philanthropy/tax/risk advisory services and product opportunities to client base
Requirements:
FASEA relevant degree, Adv Diploma in Financial Planning or equivalent, CFP, completion of mandated CPD training and development each year, 5-7 years' experience in financial services, investment or financial knowledge ideally at a tertiary level with practical experience, understanding of investment principles, strong relationship management skills
Benefits:
Work from anywhere in Australia for up to one month each year, annual allowance to empower you to prioritise your personal wellbeing, study support and commitment to supporting professional development, diversity and inclusion, strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
About Us:
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Our History:
Perpetual Trustee Company Limited was formed on 28 September **** and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.