Financial Adviser - Holistic Wealth & Client Growth

The Andersen Partnership; North Sydney; Vor Ort; AUD 100.000 - 180.000; Vollzeit

Zusammenfassung

The Andersen Partnership in North Sydney seeks a seasoned financial adviser to provide holistic advice across investments, wealth creation, superannuation and retirement planning. You will meet clients, develop tailored strategies and manage the advice process end-to-end.

Join a boutique practice focused on long-term client relationships, collaborative culture and ongoing professional development. You will work with experienced colleagues and senior leadership to deliver quality outcomes for

Qualifikationen

• Strong technical knowledge across investments and financial advice strategies.
• Experience preparing and presenting Statements of Advice.
• Confident communicating with clients and building lasting relationships.
• Commercially minded, proactive and comfortable taking ownership.
• Ongoing professional development and learning from experienced colleagues.

Aufgaben

• Provide holistic financial advice across investments, wealth creation, superannuation, retirement planning and personal insurance.
• Build and maintain strong, long-term client relationships.
• Conduct client meetings and develop tailored advice strategies.
• Manage the advice process from initial discussions through to implementation and ongoing reviews.
• Work collaboratively with colleagues to deliver quality client outcomes.
• Contribute to business growth and identify opportunities to strengthen client relationships.

Kenntnisse

Investment knowledge

SOA experience

Client relationships

Advice strategy

Communication skills

Jobbeschreibung

The Andersen Partnership in North Sydney seeks a seasoned financial adviser to provide holistic advice across investments, wealth creation, superannuation and retirement planning. You will meet clients, develop tailored strategies and manage the advice process end-to-end.

Join a boutique practice focused on long-term client relationships, collaborative culture and ongoing professional development. You will work with experienced colleagues and senior leadership to deliver quality outcomes for