Financial Adviser - Holistic Wealth & Partner Path

SmartMoney Wealth Management; Parramatta; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Full paraplanning support

Administration support

Clear path to partner

Job summary

SmartMoney Wealth Management is seeking a Financial Adviser to join our growing team in Australia. The role offers full-time or part-time flexibility with full paraplanning and administration support, enabling you to focus on client solutions and sales.

We provide holistic advice across investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance, with opportunities for career advancement and a clear path to partner within our expanding business.

Qualifications

• Experience providing holistic financial planning services.
• Strong communication and interpersonal skills.
• Ability to work independently and with a team.

Responsibilities

• Attend client discovery meetings to assess needs and connect to specialists.
• Manage client sales process from discovery to SOA implementation.
• Provide advice and guidance to new clients.
• Collaborate with Paraplanning to formulate strategies.
• Explain complex financial concepts simply to clients.
• Maintain client relationships and review plans regularly.
• Ensure compliance and best interests in all advice.

Skills

Holistic financial planning

Client relationship management

Excellent communication

Independent and team work

Education

FASEA exam completed

Job description

SmartMoney Wealth Management is seeking a Financial Adviser to join our growing team in Australia. The role offers full-time or part-time flexibility with full paraplanning and administration support, enabling you to focus on client solutions and sales.

We provide holistic advice across investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance, with opportunities for career advancement and a clear path to partner within our expanding business.