Housing Choices Australia
Financial Adviser, Perpetual Wealth Management
Mid levelFull-timeHybridMelbourne VIC, AustraliaFinanceProfessional servicesCustomer successPosted 6 months ago
About the job
As a Financial Adviser at Perpetual Wealth Management, you will embark on a rewarding journey of providing exceptional financial planning services to both new and existing clients. This role is crucial in helping clients navigate their financial futures while being part of a supportive and collaborative team. The culture emphasizes flexibility, personal growth, and a commitment to diversity and inclusion.
You'll be responsible for
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Preparing and presenting strategic financial plans
Crafting tailored financial strategies for prospective clients and providing ongoing reviews for existing clients.🧠
Providing expertise and support
Offering specialized knowledge to a specific market segment to enhance client service.🚀
Supporting new business development
Engaging in prospecting activities and converting leads from various sources, including referrals.What we're looking for
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5-7 years of financial services experience
Demonstrated experience in financial planning and advisory services.View fit
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FASEA relevant degree
Possession of a degree relevant to financial advice.View fit
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Strong relationship management skills
Ability to build and maintain client relationships effectively.View fit
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