Job Description
This is a unique opportunity to work with top teams in our Newcastle office, focusing on wealth management services.
As a Financial Advisor, you will be trained to excel in your role and contribute to the growth of our company.
We strive to make a difference in our clients' lives and financial wellbeing by providing sustainable and rewarding opportunities.
You will be responsible for building strong relationships with clients, providing investment advisory services, and tailoring personalized strategies using a range of financial products and services.
We take a holistic approach to meet the complex needs of our clients, offering a trusting advisory service.
Key Responsibilities
* Build and develop a bank of wealth management clients through face-to-face interactions.
* Manage and support a portfolio of clients, maintaining strong communication and delivering tailored solutions.
* Identify personal and financial needs of clients, providing advice on full-range financial products and services.
* Deliver needs-based solutions through effective communication and influencing.
* Advise on investments, including lump sum investments, offshore investments, fintech bonds, or pension products.
Required Skills and Qualifications
* Graduate Diploma or Degree equivalent in Financial Planning.
* Strong sales acumen and experience working with high net worth clients.
* Service-focused individual with numerical and analytical skills and close attention to detail.
* Previous experience managing high net worth clients is desirable but not essential.
* An understanding of financial markets, regulatory requirements, and risk management principles.
* A trustworthy and financially sound professional with excellent interpersonal skills.
Benefits
* Multitude of career opportunities and progression.
* Opportunity to transfer to different locations within Australia.
* Competitive commission bonus structure.
* Individual and team training supporting development and growth.
* Industry-leading administration systems and compliance structures.