Financial Consultant Role Overview
We are seeking a skilled professional to provide high-quality financial guidance to our clients.
Main Responsibilities:
* Promote and deliver new client business and evaluate client engagements.
* Engage in client meetings and manage a portfolio of valued clients.
* Achieve desired outcomes and results for clients from engagement through to implementation and evaluation.
* Gather and complete product research, formulate advice, and oversee its execution.
* Organize schedules, book client/professional meetings, and conduct follow-ups.
Key Requirements:
* A positive attitude and minimum one year's experience in a comparable role.
* Previous experience with advice management software and a strong understanding of the advice process.
* Strong knowledge of products and services, time management, and organizational skills.
* Familiarity with or management of clients, FASEA education requirements must be completed before commencing.