Role DescriptionThis is a full-time, on-site role located in East Perth for a servicing Financial Advisor.
The Financial Advisor will be responsible for reviewing the advice needs of an existing book of fee-paying clients, developing tailored financial plans, providing retirement planning and investment recommendations, identifying client financial objectives, and offering strategic advisory services.
The role involves maintaining solid client relationships, monitoring financial plans, and staying informed about market trends and changes in financial regulations.QualificationsProficiency in Financial Planning and creating customised financial strategiesStrong technical knowledge and expertise in Financial Advisory principlesExperience in Retirement Planning and guiding clients toward long-term financial securityCompetence in Investments and portfolio managementExceptional communication and interpersonal skills to build and maintain client relationshipsStrong analytical and problem-solving abilitiesRelevant certifications such as CFP, or SMSF accreditation, or equivalent are highly desirable
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📌 Financial Advisor (Tasmania)
🏢 Empire Financial Group
📍 Tasmania