Financial Advisor
On-siteAlbury, New South Wales, Australia
Albury, New South Wales, AustraliaOn-siteFull Time
Full Time
Job Summary
Manage and develop trusted client relationships by providing advice on superannuation, investments, retirement planning, insurance, and wealth structuring. Conduct ongoing portfolio reviews and strategic planning while collaborating with specialists to assist new and existing clients. Deliver practical, personalised advice focused on understanding client needs rather than transactional sales. This role is based in Albury within a national professional services firm offering access to diverse disciplines and continuous development.
Required Qualifications
- The qualifications and education required to provide financial advice in Australia
- Experience in financial planning, wealth management or client advisory
- Strong communication and relationship-building skills
- Sound analytical and problem-solving capability
- A professional, commercially aware and client-focused approach
- A genuine interest in building a long-term career in the Albury region
Desired Qualifications
- CFP or other relevant professional credentials
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