Job Description Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia We are representing an International leading Wealth Management firm in Sydney, Australia, looking for an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Requirements: A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
Industry leading qualifications such as CFP, CFA, or other relevant certifications Transferable client base and AUM over 5 million AUM Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Ability to work independently and as part of a team Responsibilities: Build and maintain relationships with clients, providing them with expert financial advice and guidance.
Conduct thorough financial assessments of clients' current financial situations and future goals.
Develop and implement personalised financial plans for clients, including investment, retirement, and tax planning strategies.
Monitor clients' financial progress and adjust plans as necessary.
Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
Offering a competitive package, as well as a supportive and collaborative work environment.
If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.