Senior Financial Adviser - High Net Worth & Retirement

FAAA; Sharon; Presencial; AUD 200.000 - 300.000; Tempo integral

Benefícios oferecidos por esta vaga

Shareholder opportunities

Resumo da vaga

FAAA is seeking an experienced financial adviser to oversee a portfolio of pre-retiree clients with wealth of $1 million and above in Queensland. You will listen carefully, develop practical financial strategies, and guide implementation.

You will maintain compliant client records, work with colleagues to coordinate outcomes, and identify opportunities for additional advisory needs. The role offers a base salary with super and bonuses, with potential for shareholder opportunities.

Qualificações

• At least four years of experience as a financial adviser.
• Qualifications and regulatory requirements for adviser status.
• Experience with pre-retiree clients and wealth >$1M.
• Excellent listening and communication skills.
• Strong documentation and compliance standards.
• Ability to coordinate with colleagues and advisers.

Responsabilidades

• Oversee and grow a portfolio of pre-retiree clients.
• Develop and present financial strategies in clear language.
• Guide clients through implementation and reviews.
• Maintain accurate client records and high compliance standards.
• Collaborate with other advisers to coordinate outcomes.
• Identify opportunities for additional advisory needs.

Conhecimentos

Relationship management

Financial strategy

Compliance knowledge

Client records

Cross-functional collaboration

Opportunity identification

Formação

FASEA compliant adviser status

Bachelor's degree in Finance

Ferramentas

CRM software

Compliance systems

Descrição da vaga

FAAA is seeking an experienced financial adviser to oversee a portfolio of pre-retiree clients with wealth of $1 million and above in Queensland. You will listen carefully, develop practical financial strategies, and guide implementation.

You will maintain compliant client records, work with colleagues to coordinate outcomes, and identify opportunities for additional advisory needs. The role offers a base salary with super and bonuses, with potential for shareholder opportunities.