* Client Manager + Partnership Opportunity
* Well established and loyal client base
* The director handles new client acquisition and lead generation
* This role is focus on nurturing relationships and providing exceptional advice.
* Full team of support to help you in the role
Financial Planner / Review Advisor (Holistic Financial Planning)
Are you passionate about building lasting client relationships. We're seeking a dedicated Review Advisor to manage a portfolio of approximately 100 clients, delivering tailored, holistic financial advice to ensure their success.
Join a dynamic team and focus on what you do best, helping clients achieve their financial dreams.
What You'll Do
* Develop personalized financial plans for clients' goals, from retirement to wealth growth. Provide expert advice across investments, insurance, taxes, and estate planning.
* Regularly review and adjust client portfolios to align with changing needs and markets.
* Build and maintain strong, trust-based relationships to ensure client satisfaction.
* Conduct periodic check-ins to assess progress and update financial strategies.
* Educate clients on financial options to empower informed decision-making.
Who You Are
* Proven experience in holistic financial advising with a client-focused mindset.
* Excellent communicator, making complex financial concepts clear and relatable.
* Detail-oriented, ensuring advice aligns with each client's unique goals.
* Collaborative team player, comfortable working with our business development staff. Passionate about client success, prioritizing long-term trust and satisfaction.
* Knowledgeable in investments, insurance, taxes, and estate planning strategies.
Why Join Us?
Client Manager + Partnership Opportunity
The Director handles new client acquisition and lead generation, freeing you to focus on nurturing relationships and providing exceptional advice. Be part of a supportive team that values your expertise and passion for
Salary dependent on experience and will range between $120 to $150k.