Senior Financial Advisor Opportunity
We are seeking a highly skilled and experienced financial advisor to deliver holistic financial advice across investment, insurance, superannuation, retirement, and wealth planning. This role involves managing a client portfolio, cultivating long-term, trust-based relationships, and designing personalized financial strategies aligned with individual goals.
About the Role
* Deliver expert financial guidance to clients;
* Develop and maintain strong relationships with existing and new clients;
* Stay up-to-date with industry developments and changes in legislation;
* Collaborate with colleagues to deliver exceptional client experiences;
* Ensure compliance with regulatory requirements.
Key Responsibilities:
* Provide expert financial guidance to clients;
* Develop and maintain strong relationships with existing and new clients;
* Stay up-to-date with industry developments and changes in legislation;
* Collaborate with colleagues to deliver exceptional client experiences;
* Ensure compliance with regulatory requirements.
Requirements:
* A minimum of 5-10 years of experience working as a financial advisor;
* Must hold all relevant financial advice qualifications and be eligible to be on the financial adviser register;
* Experience managing a large book of clients is highly regarded;
* Strong analytical and strategic thinking skills with a passion for solving client problems;
* A client-first mindset with a proactive, ethical approach to financial advice;
* Exceptional communication and interpersonal abilities.
Remuneration:
* Estimated annual minimum salary: $95,187 AUD;
* Estimated annual maximum salary: $108,734 AUD;
* Currency: AUD (Australian Dollar).