Wealth Advisor: Holistic Planning With Equity Path

Faaa Board, Financial Advice Association Of Australia; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

FAAA Board, Financial Advice Association of Australia in Sydney Olympic Park seeks a seasoned Financial Adviser to drive client relationships and deliver holistic strategies. Backed by an efficient admin and paraplanning support, you will focus on discovery through implementation while building lasting client value.

You bring a minimum of 3 years' experience, a FASEA/FAAA-approved degree, and active FAR registration to deliver super, insurance, and SMSF solutions.

Qualifications

• Minimum 3 years’ experience in financial advice.
• FASEA/FAAA-approved degree.
• Active FAR registration.

Responsibilities

• Build and manage client relationships.
• Guide discovery through to implementation.
• Deliver holistic financial strategies including super, insurance and SMSFs.

Skills

Client relationship management

Holistic planning

Regulatory compliance

Education

FASEA/FAAA-approved degree

Job description

FAAA Board, Financial Advice Association of Australia in Sydney Olympic Park is seeking a seasoned Financial Adviser to drive client relationships and deliver holistic strategies. Backed by an efficient admin and paraplanning support, you will focus on discovery through implementation while building lasting client value.

You bring a minimum of 3 years' experience, a FASEA/FAAA-approved degree, and active FAR registration to deliver super, insurance, and SMSF solutions.

Wealth Advisor: Holistic Planning with Equity Path Sydney, NSW, AU