Job Details
  • ReferenceBH-145279
  • LocationAdelaide
  • Salary$47 per hour
  • Job TypeFull Time
  • Posted14 days ago
  • ConsultantSebastien Favard
We are currently seeking an experienced and dynamic Financial Advisor to join our prestigious financial industry client. As a Financial Advisor, you will be responsible for providing comprehensive financial advice to our valued clients. Your expertise in financial planning and investment management will play a crucial role in helping clients achieve their financial goals.
  • Provide personalized financial advice to clients based on their unique financial situations and goals.
  • Conduct thorough financial assessments to identify areas of improvement and develop tailored financial plans.
  • Stay up to date with market trends, economic indicators, and regulatory changes that may impact clients' financial portfolios.
  • Monitor and review clients' investment performance regularly, making recommendations for adjustments when necessary.
  • Build and maintain strong relationships with clients, ensuring a high level of client satisfaction and retention.
  • Bachelor's degree in finance, economics, or a related field. Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly desirable.
  • Proven experience as a Financial Advisor, ideally within the financial industry, with a successful track record in providing comprehensive financial advice.
  • In-depth knowledge of financial products, investment strategies, and tax regulations.
  • Strong analytical skills and the ability to assess complex financial situations.
  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Demonstrated ability to build and maintain client relationships.
  • Proficiency in financial software and tools, including financial planning software and CRM systems.
  • High ethical standards and a commitment to client confidentiality.
Join our client and be part of a dynamic and reputable financial firm that is dedicated to helping clients achieve financial success. Take this opportunity to showcase your expertise, contribute to our clients' financial well-being, and advance your career in the financial advisory field.
Chandler Macleod is an equal opportunity employer as part of our commitment to creating a diverse and inclusive workplace, Aboriginal and Torres Strait Islander people, people living with disability, and culturally and linguistic diverse candidates are always encouraged to apply.