Job Opportunity: Lead Financial Advisor
Role Overview
We are seeking a highly skilled and experienced Financial Advisor to join our team in Sydney, Australia. As a lead advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their long-term goals and secure their financial futures.
Key Responsibilities
Your primary duties will include:
1. Building and maintaining strong relationships with clients to deliver tailored financial solutions.
2. Conducting thorough assessments of clients' current financial situations and developing comprehensive plans to meet their objectives.
3. Implementing investment, retirement, and tax planning strategies to optimize clients' wealth.
4. Maintaining up-to-date knowledge of industry trends and regulations to ensure compliance and deliver exceptional service.
Requirements
To succeed in this role, you will need:
* A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
* Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
* A transferable client base and AUM over 5 million.
* Excellent communication and interpersonal skills.
* Strong analytical and problem-solving abilities.
* Ability to work independently and as part of a team.
Benefits
We offer a competitive package and a supportive work environment that fosters collaboration and growth. If you are passionate about delivering exceptional financial services and helping clients achieve their goals, we encourage you to apply for this exciting opportunity.