As a seasoned Financial Advisor, you will be responsible for providing expert guidance to clients on investment strategies, retirement planning, tax optimization, and estate management.
With a strong track record of client satisfaction and retention, you will have the opportunity to grow your portfolio by building long-lasting relationships with clients.
Key responsibilities include conducting comprehensive financial reviews, assessing each client's unique needs and goals, and delivering personalized financial plans that meet their objectives.
You will also be expected to stay up-to-date with regulatory standards and maintain compliance in all aspects of your work.
Additional benefits include flexible working options, administrative support, and opportunities for professional growth and advancement within our firm.
* A competitive salary package
* Immediate access to a client bank
* Ongoing support from our team
* Opportunities for career development