Financial Planning Strategist
6 days ago
Overview
The Recruitment Council is seeking a seasoned Financial Planning Strategist to join our team.
Salary: $120,000 - $180,000 per annum, depending on experience and qualifications.
Job Description
Wealth creation and asset protection are at the heart of this role. As a Financial Planning Strategist, you will provide expert advice on wealth management strategies, identifying fiduciary opportunities and recommending suitable financial products.
You will drive revenue growth by building and maintaining a portfolio that meets profitability targets, delivering personalized financial solutions to clients.
In addition to your technical expertise, you will be expected to establish strong relationships across teams to drive innovation and achieve service excellence.
Maintaining a high standard of service quality and ensuring compliance with regulatory standards are also essential aspects of this role.
Qualifications and Experience
- A minimum of 35 years' experience in banking, wealth management, or financial planning environments.
- A degree in Finance, Economics, or Accounting.
- PREFERRED CERTIFICATION: Certified Financial Planner (CFP).
Skills & Knowledge Required
- Proficiency in banking and financial service systems and regulatory requirements.
- Strong project management skills, with the ability to work independently and make informed decisions.
- Extensive knowledge of financial markets and investment products.
Benefits
This role offers a supportive environment with a focus on professional growth and an unwavering commitment to integrity and excellence in service.
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