Job Reference: FRS60443
Job Duration:
Start date: ASAP
Description:
Our client, a leading Wealth Management Company are seeking a Senior Financial Planner to join their team.
The incumbent will be responsible for financial planning services to their clients.
Responsibilities:
* Provide professional advice to clients.
* Develop and implement financial strategies.
* Assist clients with making complex financial decisions.
* Identify sales opportunities.
* Mentor junior advisors.
* Keep abreast of industry trends and regulatory changes.
* Continuously fostering existing and new relationships.
Qualifications:
* QFA, CFP or APA certified.
* Expertise in financial planning concepts.
* Excellent communication skills.
* Team player, relationship building, ability to work in fast paced environment.
* Previous experience as a Financial Advisor in a Financial Services Brokerageor Financial Institution.
* Previous experience operating a CRM system preferable but not required
Industry: Financial Services
Salary: Competitive Salary + Plus Benefits
Salary Benefits: Competitive Salary + Plus Benefits
Vacancy Type: Permanent
Job Skills: Financial Advisor|QFA|Relationship Building
Contact Name: Olivia Quinlan
Website: -
Direct Application URL: -