Senior Financial Adviser

Job Position

Senior Financial Adviser at Finwest Wealth Management, a boutique advisory firm based in South Perth.

Salary

$110,000 to $130,000

Required Qualifications

(i) At least 10 years of experience in financial advisory roles within Australia

(ii) A bachelor's degree in finance, economics, or a related discipline

(iii) Compliance with FASEA standards

(iv) An Advanced Diploma of Financial Planning (or similar)

(v) CFP certification (preferred or currently pursuing)

(vi) Solid understanding of superannuation, tax laws, and estate planning regulations in Australia

Duties and Responsibilities

(i) Delivering personalized financial advice across investment planning, superannuation, retirement strategies, risk mitigation, and tax-efficient solutions

(ii) Creating and maintaining client investment portfolios aligned with their financial goals and risk profiles

(iii) Conducting comprehensive financial assessments through client consultations

(iv) Staying informed on market movements, product updates, and regulatory developments

(v) Working collaboratively with accountants, legal professionals, and estate planners to provide integrated advice

(vi) Mentoring junior advisers and supporting staff development

(vii) Managing compliance, documentation, and client accounts

(viii) Cultivating long-term client relationships through consistent support and trust

Link To Apply

https://www.seek.com.au/job/83410789?ref=search-standalone&type=promoted&origin=jobTitle#sol=0612cf2639bb31eb9e96479ea6e4909cce9b57e1