Holistic Wealth Advisor - Wealth Mgmt & Insurance

Faaa Board, Financial Advice Association Of Australia; Canberra; On-site; AUD 70,000 - 110,000; Full time

Job summary

The FAA A Board, Financial Advice Association of Australia in Canberra is seeking a Financial Advisor to join the advice team. You'll work closely with the Principal to service a cohort of clients and to develop fee-paying referrals.

You will provide holistic advice across Wealth Management, Superannuation and Insurance, demonstrating attention to detail and strong interpersonal skills in a high-performance environment.

Qualifications

• Provide holistic advice across Wealth Management, Superannuation and Insurance.
• Demonstrate attention to detail and strong interpersonal skills in a high-performance environment.

Responsibilities

• Service a cohort of clients and develop fee-paying referrals.
• Work closely with the Principal to deliver financial advice.

Skills

Wealth management knowledge

Superannuation knowledge

Insurance knowledge

Interpersonal skills

Job description

The FAA A Board, Financial Advice Association of Australia in Canberra is seeking a Financial Advisor to join the advice team. You'll work closely with the Principal to service a cohort of clients and to develop fee-paying referrals.

You will provide holistic advice across Wealth Management, Superannuation and Insurance, demonstrating attention to detail and strong interpersonal skills in a high-performance environment.

Holistic Wealth Advisor - Wealth Mgmt & Insurance Canberra, ACT, AU