Role Description
This 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 strong client relationships, monitoring financial plans, and staying informed about market trends and changes in financial regulations.
Qualifications
- Proficiency in Financial Planning and creating customised financial strategies
- Strong technical knowledge and expertise in Financial Advisory principles
- Experience in Retirement Planning and guiding clients toward long-term financial security
- Competence in Investments and portfolio management
- Exceptional communication and interpersonal skills to build and maintain client relationships
- Strong analytical and problem-solving abilities
- Relevant certifications such as CFP, or SMSF accreditation, or equivalent are highly desirable
Financial Advisor employer: Empire Financial Group
As a leading employer in East Perth, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Financial Advisors to thrive. With a strong focus on professional development, we offer ongoing training and mentorship opportunities, ensuring our team members can grow their expertise and advance their careers. Our commitment to client success and employee well-being makes us an exceptional place to build a meaningful and rewarding career in financial advisory.
