Independent Financial Advisor - Sydney

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team. As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures. Requirements: - Minimum of 5 years of experience as a Financial Advisor in the wealth management industry. - Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications. - Transferable client base and AUM. - Excellent communication and interpersonal skills. - Strong analytical and problem-solving abilities. - Ability to work independently and collaboratively within a team environment. Responsibilities: - Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance. - Perform thorough assessments of clients' current financial situations and future goals. - Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies. - Regularly review clients' financial progress and adapt plans as needed. - Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients. We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr