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Financial advisor

Maitland
beBeeFinancialAdvisor
Financial Advisor
Posted: 27 August
Offer description

Job Opportunity

We are seeking an experienced financial advisor to join our dynamic team.

* Analyse clients' unique financial circumstances to develop comprehensive plans that include investment management, retirement planning, and risk mitigation.
* Advise on superannuation and investment strategies, including risk-adjusted portfolio management to support clients' financial growth and stability.
* Develop retirement solutions tailored to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
* Foster strong relationships with clients through regular reviews and proactive adjustments to strategies based on evolving goals and market trends.


Requirements

* Degree in Financial Planning with industry qualifications such as CFP or FASEA compliance.
* In-depth knowledge of financial products, legislative requirements, and regulatory standards within the Australian financial landscape.
* Proven ability to develop and maintain long-term client relationships, with a commitment to ongoing client support and satisfaction.


Benefits

You will join a supportive environment with opportunities for professional development and career advancement. We offer a competitive salary package, collaborative work culture, and flexible working arrangements.

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