Senior Independent Financial Advisor | Wealth Management

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

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.