Wealth Advisor - Client-Focused Planning & Portfolio Growth

JM Business Advisory INC.; Victoria; Híbrido; AUD 145.000 - 211.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully Paid Medical Plan (with no in‑网络

Dental

Vision

Life and AD & D

Long-Term Disability

Short-Term Disability

FSA and Generous 401(k) match and Trad

Descripción de la vacante

Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. This role is based in Victoria, Australia and offers a substantial compensation package.

The ideal candidate has 3+ years in wealth management, a bachelor's degree, meticulous attention to detail, and high integrity.

Formación

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• CFP® or CFA designation preferred, or having passed the exam for the designation.
• Bachelor's degree from an accredited university.
• Detail-oriented and highly organized.
• Of the highest integrity.

Responsabilidades

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to investments, financial planning, and business development.

Conocimientos

Client relationships

Attention to detail

Integrity

Organized

Educación

Bachelor's degree

Descripción del empleo

Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. This role is based in Victoria, Australia and offers a substantial compensation package.

The ideal candidate has 3+ years in wealth management, a bachelor's degree, meticulous attention to detail, and high integrity.