Financial Advisor
Core
Manage and develop trusted client relationships to deliver practical, personalized advice on wealth accumulation, investments, retirement planning, insurance, and estate planning.
Role type
Financial Advisor (Wealth Management)
Builds
Personalized financial advice and ongoing portfolio reviews for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client advisory, analytical problem-solving, relationship building
Preferred skills
CFP or other relevant professional credentials
Responsibilities
Provide advice on superannuation, investments, retirement planning, personal insurance, and wealth structuring; conduct ongoing portfolio reviews; collaborate with firm specialists to identify new client opportunities
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