Financial Advisor (Applecross)

Financial Advisor (Applecross)

09 Sep
|
Brahma Wealth Management
|
Applecross

09 Sep

Brahma Wealth Management

Applecross

Are you a motivated Financial Planner looking for an opportunity to build your career and be rewarded for the results you deliver?

We are looking for a Financial Planner to join our team and look after our clients across Perth and Kalgoorlie, Western Australia. This position requires semi-frequent travel to Kalgoorlie, 1-2 weeks per month to meet with existing and new clients.

Who we are

Brahma Wealth Management is an established financial planning business that has been in the industry for over 25 years. helping individuals and families build, manage and protect their wealth.

We provide advice across wealth creation, retirement planning, superannuation, investments, risk management and estate planning, with a strong focus on building long-term relationships with our clients.

We value integrity, transparency and putting our clients first. This philosophy is at the heart of how we operate. Over the years, this approach has allowed us to build trusted relationships and lasting friendships with thousands of clients.

About the role

As a Financial Planner, you will work with clients to understand their goals and provide high-quality financial advice across areas including wealth creation, retirement planning, superannuation, insurance and investment strategies. You will be responsible for developing solid relationships with both new and existing clients and providing a high level of ongoing service.





Key responsibilities

- Work with clients to understand their goals and provide high-quality financial advice

- Develop strong relationships with both new and existing clients

- Provide a high level of ongoing service to clients

- Take ownership of your role and grow your client base

About you

- Be qualified and eligible to provide personal financial advice in Australia, or be working towards meeting the relevant requirements

- Have experience within financial planning, whether as an adviser, associate adviser or in a similar client-facing advice role

- Have a good understanding of financial products, investments, superannuation and financial planning principles

- Have strong attention to detail and organisational skills

- Be a confident written and verbal communicator

- Be able to manage competing priorities and deadlines

- Be genuine, motivated and team-oriented

Benefits

- Attractive base salary

- Revenue share and commission opportunities that reward performance

- Opportunity to build and manage strong, long-term client relationships

- Ongoing professional development, mentoring and career progression

- Support from an established financial planning business and experienced team

- Long-term career stability with genuine opportunity to grow within the business

📌 Financial Advisor (Applecross)
🏢 Brahma Wealth Management
📍 Applecross

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