Role Overview:
We are seeking a skilled Financial Investment Advisor who meets ANZSCO requirements and has a strong understanding of investment strategies and financial products. The successful candidate will join a dedicated team of professionals and will be responsible for delivering high-quality financial advice, focusing on building and managing client relationships while providing tailored investment solutions.
Key Responsibilities:
1. Conduct financial assessments, analysis, and risk profiling for new and existing clients.
2. Develop and present tailored investment strategies and financial plans.
3. Provide advice on various investment products, including superannuation, shares, and managed funds.
4. Maintain compliance with all AFSL and ASIC regulations and ensure ethical standards are upheld.
5. Build and nurture client relationships by providing ongoing support and portfolio reviews.
6. Collaborate with the financial planning team to achieve client objectives and maximise satisfaction.
Skills & Qualifications:
1. Bachelor's degree in finance, economics, business, or a related field.
2. Minimum of RG146 compliance and experience in financial advisory roles.
3. Strong analytical and problem-solving abilities.
4. Excellent communication and interpersonal skills to engage with clients effectively.
5. Ability to work independently and as part of a team.
6. Experience with financial planning software and client management tools (preferred).
What We Offer:
1. Competitive salary package between $70,000 - $80,000 + superannuation.
2. Opportunities for professional development and growth.
3. Supportive and collaborative team culture.
4. Flexible working arrangements.
How to Apply:
If you are passionate about financial planning and are committed to helping clients achieve their financial goals, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for SmartMove Advice Pty Ltd.
SmartMove Advice Pty Ltd is an equal opportunity employer. We encourage applications from candidates of all backgrounds.
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