Company Description
Foundation Wealth Advisers takes pride in providing personalized and professional financial care to our clients. We assist individuals through various life stages, from starting a career to retirement and beyond. Our team understands the significance of financial decisions and offers clear, concise plans to help alleviate stress and provide direction. Located in Bellerive, TAS, we focus on building lasting relationships, ensuring clients never feel like just a number.
Role Description
This is a full-time, on-site role for a Senior Financial Planner located in Bellerive, TAS. The Senior Financial Planner will be responsible for providing personalized financial planning services, including personal financial planning, retirement planning, and investment advice. Day-to-day tasks include conducting client consultations, developing detailed financial plans, managing client portfolios, and staying up-to-date with financial regulations and market trends. The role also involves building and maintaining strong client relationships and offering tailored financial advice.
This role is well suited to an experienced adviser who would like to take up some equity and continue to grow the business alongside existing principals. If you are after a sea change or a change or scenery get in touch for a confidential discussion regarding the position and opportunities offered in more detail.
Qualifications
* Financial Planning and Personal Financial Planning skills
* Certified Financial Planner (CFP) accreditation or equivalent
* Strong knowledge in Finance and Retirement Planning
* Excellent communication and interpersonal skills
* Ability to work independently and collaboratively with a team
* Bachelor's degree in Finance, Economics, or related field
* Experience in the financial services industry is a plus
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