Where

Independent Financial Advisor - Sydney

Click and Connect Online Limited
Sydney Full-day Full-time

Description:

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia

We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and collaboratively within a team environment.

Responsibilities:

- Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance.

- Perform thorough assessments of clients' current financial situations and future goals.

- Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Regularly review clients' financial progress and adapt plans as needed.

- Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.


We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

30 Mar 2025;   from: uworkin.com

Similar jobs

  • Click and Connect Online Limited
  • Sydney
... This firm is a pioneering, independent financial advisory consultancy, unwavering in ... qualified Senior Financial Planner to deliver comprehensive financial advice ... This opportunity targets advisors with experience as Independent Advisors or Wealth Managers ...
5 days ago
  • MYM Consulting
  • Sydney
Description: What’s in it for you? The opportunity to join a growing Sydney-based Financial Consultancy that is expanding its licensed Financial advisory practice due to the sheer volume of leads and introductions. You will be given sales support, admin ...
28 days ago
Description: • Deloitte Experience (DX) – flexible work arrangements and a variety of flex options • Career Progression – global opportunities and coaching to progress your career • Discounts & Perks – a variety of employee discounts at over 100 leading ...
21 days ago
Description: • Deloitte Experience (DX) – flexible work arrangements and a variety of flex options • Career Progression – global opportunities and coaching to progress your career • Discounts & Perks – a variety of employee discounts at over 100 leading ...
21 days ago