Join a dynamic and growing financial advisory firm in Muswellbrook, NSW, committed to providing personalized and strategic financial solutions for individuals, families, and businesses in the local community. Our mission is to empower clients to achieve financial stability and growth through expert guidance, tailored advice, and outstanding service.
Position Overview We are seeking a dedicated and skilled Financial Advisor to join our team in Muswellbrook. The successful candidate will work closely with clients to understand their financial goals, develop customised strategies, and provide advice on investments, retirement planning, wealth management, insurance, and other financial matters. This role requires a client-focused approach, strong analytical skills, and a passion for helping people make informed financial decisions.
Key Responsibilities Meet with clients to discuss financial goals, needs, and priorities.Develop tailored financial plans and investment strategies.Provide expert advice on financial products, including superannuation, insurance, and investments.Monitor client portfolios and make recommendations based on market changes and financial goals.Educate clients on financial planning principles and investment strategies.Stay updated on financial regulations, trends, and best practices.Build and maintain strong client relationships to ensure trust and satisfaction.Qualifications Approved Bachelor's degree in Finance, Accounting, Economics, or a related field.Qualified Financial Advisor or looking to commence, currently enrolled or recently completed Professional Year program.Demonstrated experience in financial planning or related field.Strong knowledge of financial products, markets, and regulations in Australia.Excellent interpersonal and communication skills.Ability to analyse financial data and develop strategies.What We Offer We offer a competitive salary package, ongoing professional development opportunities, and a dynamic and supportive work environment. If you are passionate about helping clients achieve their financial goals and are looking for a challenging and rewarding role in a growing firm, we encourage you to apply.
Must be based in or willing to relocate or commute to Muswellbrook, NSW.
To apply, please submit your resume and cover letter outlining your experience and qualifications for this role.
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