Autonomous Financial Advisor — Grow Wealth & Relationships

FAAA; Adelaide; Presencial; AUD 85.000 - 120.000; Jornada completa

Descripción de la vacante

FinSec Partners in South Australia is seeking a dedicated Financial Advisor to manage a diverse client portfolio, including high-net-worth and retail clients. You will identify tailored strategies to enhance financial well-being, conduct client meetings and deliver comprehensive financial plans with independence and professional support.

With a forward-thinking culture and strong IT capabilities, you will nurture long-term relationships, review plans regularly, and contribute to process

Responsabilidades

• Identify tailored strategies to enhance clients' financial well-being and outcomes
• Conduct client meetings and execute comprehensive financial plans
• Servicing existing clients and reviewing plans with a focus on service over selling

Descripción del empleo

FinSec Partners in South Australia is seeking a dedicated Financial Advisor to manage a diverse client portfolio, including high-net-worth and retail clients. You will identify tailored strategies to enhance financial well-being, conduct client meetings and deliver comprehensive financial plans with independence and professional support.

With a forward-thinking culture and strong IT capabilities, you will nurture long-term relationships, review plans regularly, and contribute to process