Job Type: Permanent position | Full time position
Job Description
Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.
Main Tasks
assisting in meeting superannuation compliance requirements
interviewing prospective clients to determine financial status and objectives
discussing financial options and developing financial plans and investment strategies
monitoring investment performance
reviewing and revising investment plans based on modified needs and changes in markets
arranging to buy and sell stocks and bonds for clients
advising on investment strategies, sources of funds and the distribution of earnings
setting financial objectives
developing and implementing strategies for achieving the financial objectives
managing funds raised from personal superannuation,



savings policies and unit trusts
directing 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 robust understanding of ethics
Ability to work under pressure Discrete and confidential Financial literacy
Negotiating and influencing skills
Experience
Minimum of 1 year experience required Please note that only successful candidates will be contacted.
Salary $87,500 - $107,500 + Superannuation Job Type: Full-time
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📌 Financial Investment Adviser - Vic (Melbourne)
🏢 PHILLIP RILEY PROJECTS
📍 Melbourne