Financial Advisor

Empire Financial Group; Perth; On-site; AUD 85,000 - 120,000; Full time

Job summary

Empire Financial Group is seeking a Financial Advisor for a full-time, on-site position in East Perth. The role involves reviewing client financial needs, developing customized financial plans, and providing investment and retirement recommendations while maintaining strong relationships with clients.

The ideal candidate should have expertise in Financial Planning, Retirement Planning, and possess relevant certifications such as CFP. Strong communication and analytical skills are essential for success in this role.

Qualifications

• Proficiency in Financial Planning and creating customised financial strategies.
• Strong technical knowledge in Financial Advisory principles.
• Experience in Retirement Planning and guiding clients toward long-term financial security.
• Competence in Investments and portfolio management.
• Exceptional communication and interpersonal skills.

Responsibilities

• Review advice needs of existing clients and develop tailored financial plans.
• Provide retirement planning and investment recommendations.
• Identify client financial objectives and offer strategic advisory services.
• Maintain strong client relationships and monitor financial plans.

Skills

Financial Planning

Financial Advisory principles

Retirement Planning

Investments and portfolio management

Communication skills

Analytical skills

Education

CFP or SMSF accreditation

Job description

Role Description

This is a full-time, on-site role located in East Perth for a servicing Financial Advisor. The Financial Advisor will be responsible for reviewing the advice needs of an existing book of fee-paying clients, developing tailored financial plans, providing retirement planning and investment recommendations, identifying client financial objectives, and offering strategic advisory services. The role involves maintaining strong client relationships, monitoring financial plans, and staying informed about market trends and changes in financial regulations.

Qualifications

• Proficiency in Financial Planning and creating customised financial strategies
• Strong technical knowledge and expertise in Financial Advisory principles
• Experience in Retirement Planning and guiding clients toward long-term financial security
• Competence in Investments and portfolio management
• Exceptional communication and interpersonal skills to build and maintain client relationships
• Strong analytical and problem-solving abilities
• Relevant certifications such as CFP, or SMSF accreditation, or equivalent are highly desirable