Financial Adviser
About the Business Our client is an established boutique wealth management practice based in North Sydney, providing tailored financial advice to professionals, business owners, high-net-worth individuals and retirees.
With a focus on long-term client relationships and holistic financial planning, the business offers advice across investment strategies, wealth creation, superannuation, retirement planning and personal insurance.
The practice is focused on continued growth and prides itself on a collaborative approach, personalized client service and building lasting relationships. This is an opportunity to join an experienced team, work closely with senior leadership and contribute to the ongoing development of the business.
The Role - Provide holistic financial advice across investments, wealth creation, superannuation, retirement planning and personal insurance.
- Build and maintain strong, long-term client relationships.
- Conduct client meetings and develop tailored advice strategies.
- Manage the advice process from initial discussions through to implementation and ongoing reviews.
- Work collaboratively with colleagues to deliver quality client outcomes.
- Contribute to business growth and identify opportunities to strengthen client relationships.
About You - Strong technical knowledge across investments and financial advice strategies.
- Experience preparing and presenting Statements of Advice.
- Confident communicating with clients and building lasting relationships.
- Commercially minded, proactive and comfortable taking ownership.
- Interested in ongoing professional development and learning from experienced colleagues.
What's on Offer - A collaborative boutique environment with access to experienced professionals.
- Exposure to a broad range of financial planning strategies and client needs.
- The opportunity to develop your technical capability and build a long-term career.
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