Senior Financial Advisor Role
About the Job
This highly regarded industry fund has been established for many years and has always prioritized a client-centric approach, enabling them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are seeking an experienced Senior Financial Advisor to join their team.
About the Responsibilities
In this Senior Financial Advisor role, you will be responsible for providing comprehensive financial advice to new and existing members of the fund. The advice will be delivered face-to-face and you will write your own statements of advice. All leads will be provided, and you will have full administrative support, allowing you to focus on building your book and delivering high-quality advice.
This role will suit experienced Senior Financial Advisors with proven results, strong commercial acumen, and the ability to build long-term relationships and convert leads into new clients.
Key Requirements
* Extensive experience working as a Senior Financial Advisor
* Current AR status (registered on ASIC)
* Strong relationship-building skills
* Tertiary degree aligned with FASEA education requirements
Benefits
* Attractive salary package
* Positive work-life balance encouraged with potential flexible working arrangements
* Great career development opportunities
* Fun social events