Investment & Financial Planning Advisor

PHILLIP RILEY PROJECTS PTY LTD; Sydney; Sur place; AUD 88 000 - 108 000; Plein temps

Résumé du poste

PHILLIP RILEY PROJECTS PTY LTD in Sydney, NSW seeks an experienced Financial Investment Advisor to design and implement financial plans for individuals and organisations, advising on investments, taxation, securities, and real estate. You will meet clients, assess financial status, and develop strategies to meet objectives.

Responsibilities include executing trades, monitoring performance, and adjusting plans as markets shift. Strong ethics, analytics, and client communication are essential.

Qualifications

• Minimum of 1 year experience in financial advisory.
• Experience developing financial plans for individuals and organisations.
• Knowledge of taxation implications, securities, insurance, pension plans and real estate.
• Strong analytical, communication and interpersonal skills.

Responsabilités

• Develop and implement financial plans for individuals and organisations.
• Advise on investment strategies and taxation implications.
• Assist in meetings to determine financial status and objectives.
• Monitor investment performance and revise plans as markets change.
• Arrange to buy and sell stocks and bonds for clients.

Connaissances

Analytic reasoning

Interpersonal communication

Attention to detail

Client relationships

Communication

Financial analysis

Risk management

Active listening

Financial objectives

Computer skills

Business Development

Verbal communication

Flexibility

Investment knowledge

Problem solving

Time management

Ethics

Discretion

Financial literacy

Negotiating

Description du poste

PHILLIP RILEY PROJECTS PTY LTD in Sydney, NSW seeks an experienced Financial Investment Advisor to design and implement financial plans for individuals and organisations, advising on investments, taxation, securities, and real estate. You will meet clients, assess financial status, and develop strategies to meet objectives.

Responsibilities include executing trades, monitoring performance, and adjusting plans as markets shift. Strong ethics, analytics, and client communication are essential.