Strategic Financial Advisor
1 day ago
We are seeking a highly skilled Strategic Financial Advisor to join our team at The Recruitment Council. As an Advisory Partner, you will play a key role in empowering clients through strategic financial planning and wealth management.
About the RoleThis is a results-driven position that requires a seasoned financial professional with expertise in relationship building, strategic financial advising, and business development. The ideal candidate will be skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively.
Key Responsibilities- Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
- Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
- Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
- Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
- Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
- Postgraduate Diploma in Financial Planning (CFP) or equivalent.
- A relevant B.Com degree, CA, or LLB.
- Regulatory exams and completion of Class of Business courses.
The estimated annual salary for this position is $120,000 - $180,000, depending on experience.
This role offers a competitive compensation package and excellent benefits, including a comprehensive health insurance plan, 401(k) matching program, and generous paid time off.
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