Strategic Wealth & Investment Advisor

PHILLIP RILEY PROJECTS PTY LTD; Melbourne; On-site; AUD 88,000 - 108,000; Full time

Job summary

Phillip Riley Projects Pty Ltd in Melbourne is seeking an experienced Financial Investment Advisor to join our team. You will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.

The role involves meeting clients, analysing financial objectives, monitoring investments, and adjusting plans as markets change.

Qualifications

• Minimum of 1 year experience in financial advisory or related field.
• Strong knowledge of investment products and taxation implications.
• Excellent communication and client relationship skills.
• Attention to detail and analytical abilities.

Responsibilities

• Assisting in meeting superannuation compliance requirements
• Interviewing prospective clients to determine financial status and objectives
• Discussing financial options and developing financial plans and investment strategies
• Monitoring investment performance
• Reviewing and revising investment plans based on modified needs and changes in markets
• Arranging to buy and sell stocks and bonds for clients
• Advising on investment strategies, sources of funds and the distribution of earnings
• Setting financial objectives
• Developing and implementing strategies for achieving the financial objectives
• Managing funds raised from personal superannuation, savings policies and unit trusts
• Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns

Skills

Analytic thinking

Interpersonal communication

Financial analysis

Investment knowledge

Risk management

Active listening

Negotiation skills

Time management

Attention to detail

Ethics understanding

Job description

Phillip Riley Projects Pty Ltd in Melbourne is seeking an experienced Financial Investment Advisor to join our team. You will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.

The role involves meeting clients, analysing financial objectives, monitoring investments, and adjusting plans as markets change.