We are a diversified wealth management firm strategically positioned to provide holistic advice to predominately wealth accumulator clients.
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Our young and dynamic team provides specialist holistic advice that our clients need including investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance.
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Our team are specialists in their field and strategically positioned to help our clients meet their goals.
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The chance
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We have a unique opportunity for an ambitious Financial Adviser with a knack for driving sales while taking care of our clients and their best interests, to join our team in our next phase of growth.
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You will be supported by our home loans and property investment divisions to help you provide true holistic strategies and really make a difference to your clients and help them achieve their goals.
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- Attend client discovery meetings to understand the needs of the client, diagnose their unmet needs and connect them to our specialist team where required.
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- Manage the client sales process from initial client discovery to SOA implementation.
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- Provide advice and guidance to new clients.
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- Work with our Paraplanning team to formulate strategies to meet client needs and goals.
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- Explain complex financial concepts to clients in an easy-to-understand manner.
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- Manage and maintain client relationships,
including meeting regularly with clients to review their financial plans and make necessary adjustments.
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- Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests.
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You will be provided with full paraplanning support as well as administration support so you can focus on what you do best and spend more time with clients.
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Benefits on Offer
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- Enjoy a consistent supply of appointments from our Inbound and Outbound marketing initiatives and referrals.
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- A competitive salary package with uncapped earning potential along with a clear path to partner.
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- Opportunities for career advancement within our growing business.
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- Work with an experienced, fun and supportive team.
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- Full Paraplanning and administration support.
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About you
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A go-getter and passionate for providing holistic advice and personalised solutions to clients.
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Previous experience as a Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register)
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You hold an appropriate FASEA approved course.
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Have a successful track record of providing holistic financial planning services to clients including SMSF clients.
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Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in an easy-to-understand manner.
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Ability to work independently and as part of a team.
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You must be willing to work from our office in Sydney Olympic Park.
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📌 Financial Adviser (New South Wales)
🏢 SmartMoney Wealth Management
📍 New South Wales
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