Job Title: Financial Investment Advisor
Description:
We are seeking an experienced Financial Investment Advisor to develop and implement financial plans for individuals and organisations.
Main Tasks:
* Assist in meeting superannuation compliance requirements.
* Interview prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies.
* Monitor investment performance, and review and revise investment plans based on modified needs and changes in markets.
* Arrange to buy and sell stocks and bonds for clients.
* Advise on investment strategies, sources of funds and the distribution of earnings.
* Set financial objectives, and develop and implement strategies for achieving the financial objectives.
* Manage funds raised from personal superannuation savings policies and unit trusts.
* Direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
Key Skills:
* Analytic reasoning
* Interpersonal communication
* Attention to detail
* Client relationships
* Communication
* Financial analysis
* Risk management
* Active listening
* Analyse and understand clients' financial objectives
* Computer skills
* Business Development
* Excellent verbal communication skills
* Flexibility
* Investment knowledge
* Problem solving
* Research
* Time management
* A strong understanding of ethics
* Ability to work under pressure
* Discrete and confidential
* Financial literacy
* Negotiating and influencing skills
Requirements:
A minimum of 2 years' experience is required for this role.
Benefits:
$87,500 - $107,500 + Superannuation (full-time salary package).