About Us:
Our client is a leading financial services firm committed to providing tailored financial solutions to our clients. With a strong focus on integrity, expertise, and personalized service, we help individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management.
Position Overview:
We are seeking a highly skilled and Financial Adviser to join our client in North Sydney. The Financial Planner will play a key role in providing sophisticated financial advice to the clients, cultivating long-term relationships, and contributing to the growth and success of our firm.
Key Responsibilities:
1. Provide comprehensive financial advice to high net worth individuals, families, and businesses, including retirement planning, investment management, estate planning, risk management, and tax optimization.
2. Develop tailored financial strategies and investment recommendations aligned with clients' goals and objectives.
3. Implement and monitor investment portfolios, ensuring alignment with clients' risk profiles and investment objectives.
4. Stay abreast of market trends, economic developments, and regulatory changes to provide informed and up-to-date advice to clients.
5. Maintain compliance with regulatory requirements and industry standards, adhering to ethical guidelines and best practices in financial advisory services.
Qualifications:
1. Bachelor's degree in Finance, Business, Economics, or related field; advanced degree (e.g., MBA, CFP, CFA) preferred.
2. Minimum of 1 years of experience in financial advisory or wealth management roles, with a proven track record of success in serving high net worth clients.
3. Demonstrated expertise in financial planning, investment management, and wealth preservation strategies.
4. Client-focused approach with a commitment to delivering personalized and value-added solutions.
5. Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.
Benefits:
* Competitive salary commensurate with experience
* Performance-based bonuses and incentives
* Opportunity to take over a large existing client book.