Senior Financial Advisor — Holistic Wealth & Retirement

Foundation Wealth Advisers; Hobart; On-site; AUD 85,000 - 120,000; Full time

Job summary

Foundation Wealth Advisers in Hobart, TAS, seeks a full-time Financial Advisor to meet with clients, understand goals, and craft comprehensive strategies covering budgeting, investments and retirement planning. You will present plans, review portfolios, and stay compliant while building strong client relationships.

Better outcomes rely on empathy, clear communication, and tailored guidance. This on-site role offers collaboration with the team and growth opportunities within wealth management.

Qualifications

• Strong expertise in holistic financial planning and client-focused advice.
• Solid understanding of finance, investments, asset allocation, and risk profiling.
• Experienced with retirement planning, superannuation, and income strategies.
• Tertiary qualifications in finance/economics/commerce; certifications are highly regarded.
• Commitment to ethical, compliant financial guidance.
• Excellent communication and relationship-building skills.
• Analytical, detail-oriented, and able to explain complex concepts clearly.
• Experience in a client-facing advisory role is beneficial.

Responsibilities

• Meet with clients to understand goals and develop comprehensive financial plans.
• Review portfolios, conduct product and market research, and ensure regulatory compliance.
• Provide ongoing relationship management and regular progress reviews.
• Collaborate with internal and external partners to deliver high-quality service.

Skills

Financial Planning

Financial Advisory

Asset Allocation

Risk Profiling

Portfolio Review

Retirement Planning

Client Relationship

Regulatory Compliance

Education

Finance/Economics/Commerce degree

Financial planning certifications

Job description

Foundation Wealth Advisers in Hobart, TAS, seeks a full-time Financial Advisor to meet with clients, understand goals, and craft comprehensive strategies covering budgeting, investments and retirement planning. You will present plans, review portfolios, and stay compliant while building strong client relationships.

Better outcomes rely on empathy, clear communication, and tailored guidance. This on-site role offers collaboration with the team and growth opportunities within wealth management.