Independent Financial Advisor – Sydney

Click and Connect Online Limited; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive package

Job summary

Leading Wealth Management Firm in Sydney, Australia is seeking an experienced Independent Financial Advisor to join its esteemed team. You will provide expert financial guidance, build client relationships, and help clients achieve long-term financial objectives.

The role requires 5+ years in wealth management, CFP/CFA certifications, and a transferable client base with strong communication and analytical abilities. You will work independently and within a collaborative team.

Qualifications

• Minimum 5 years as a Financial Advisor in wealth management.
• CFP, CFA or equivalent certifications.
• Transferable client base and AUM preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Cultivate and maintain client relationships with expert advice.
• Assess clients' current financial situations and future goals.
• Develop personalized financial plans for investments, retirement, and tax planning.
• Regularly review progress and adapt plans as needed.
• Stay updated on industry trends and regulatory changes.

Skills

5+ years experience as FA

Independent advisory approach

CFP or CFA

Client relationship management

Analytical skills

Communication excellence

Education

CFP Certification

CFA Certification

Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia

We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures.

Requirements:

• Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
• Transferable client base and AUM.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively within a team environment.

Responsibilities:

• Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance.
• Perform thorough assessments of clients’ current financial situations and future goals.
• Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
• Regularly review clients’ financial progress and adapt plans as needed.
• Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, collaborative work environment.

If you meet the specified criteria and are passionate about helping clients achieve their financial goals.

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