At a Glance
- Tasks: Research and develop financial strategies for clients with full support from the team.
- Company: My Wealth Solutions, a client-focused and growing financial advisory firm.
- Benefits: Hybrid role, bonus potential, and a supportive environment to build your client base.
- Other info: Great opportunity for career growth in a collaborative setting.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Driven individuals with a passion for finance and client relationships.
The predicted salary is between 67500 - 82500 $ per year.
My Wealth Solutions is seeking a driven Financial Adviser to join our client-focused team.
You will work with Associates, Review Officers and CSOs to research, develop, implement and review financial strategies for new and existing clients, with full back office support.
With in-house marketing and referral partners, your diary will be filled with appointments to focus on delivering great advice to your clients.
The firm is growing and offers a supportive environment to build your client base.
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Holistic Financial Advisor – Hybrid Role employer: My Wealth Solutions
My Wealth Solutions is an exceptional employer that prioritises a client-focused approach while fostering a supportive and collaborative work environment. With comprehensive back office support and in-house marketing resources, you will have the tools necessary to thrive as a Holistic Financial Advisor, ensuring your success and growth within the firm. The hybrid role offers flexibility, and the potential for bonuses further enhances the rewarding nature of this position.
