Senior Financial Adviser
vor 20 Stunden
This range is provided by Clarity Partners.
Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $130,000.00/yr - $160,000.00/yr
A market leading boutique financial advisory practice that prides itself on delivering personalized, high-quality service to their valued clients is on the hunt for their next financial adviser.
The team is passionate about helping individuals and families achieve their financial goals with tailored advice and a client-first approach.
About the Role:
We're looking for an experienced and personable Senior Financial Adviser to join our client's close-knit team.
In this role you will be offering bespoke financial planning and investment strategies in a personalised approach to your clients.
If you are an adviser who wants to be exposed to fully holistic and complex strategies look no further
Key Responsibilities:
Build and maintain strong relationships with clients.
Develop and deliver tailored financial strategies and investment plans.
Stay ahead of market trends and regulatory updates to provide top-notch advice.
Collaborate with the wider team to ensure exceptional client outcomes.
About You:
5+ years of experience as a financial adviser with a key focus on holistic advice.
Tertiary qualifications in finance, economics or a related field.
Great understanding of financial advice products and compliance.
A warm, client-focused approach with excellent communication skills.
What Is On Offer:
A boutique, team-focused environment where your expertise will be truly valued.
Career growth and professional development opportunities.
Competitive salary structure, fantastic work culture and chance to represent one of the most well-respected financial planning firms in Perth.
If this sounds like you, apply within
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance, Strategy/Planning, and Customer Service
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