Portfolio Growth Specialist
As a Portfolio Growth Specialist, you will have the opportunity to manage an existing client portfolio and provide tailored financial planning services. Your goal will be to grow the business with steady internal leads, while enjoying unique leave benefits and flexible work options in a diverse and inclusive environment.
Key Responsibilities:
* Portfolio Management: Manage an existing client portfolio to ensure growth and stability.
* Financial Planning: Provide tailored financial planning services to clients to help them achieve their financial goals.
* Business Development: Grow the business with steady internal leads, expanding the portfolio through effective marketing and sales strategies.
Requirements:
* Experience: 3-5 years of experience as a Financial Advisor, preferably in a similar role.
* Certification: Full compliance with FASEA standards, ensuring that your knowledge and skills are up-to-date.
Benefits:
* Leave Benefits: Enjoy unique leave benefits, allowing you to take time off when needed.
* Flexible Work Options: Have flexible work options, including remote work arrangements, to balance work and personal life.
* Diverse Environment: Foster a diverse and inclusive environment, promoting creativity and collaboration among team members.