Financial Advisor

Financial Advisor

About the Company

Our client is a highly respected, Adelaide-based mid-tier firm with an innovative, one-team environment. They believe in enjoying the work while remaining fiercely client-centric. With a focus on the retail market, they take pride in making the complicated simple.

About the Role

Reporting to the GM, your mission is to be a Sense Maker. You will manage and grow an existing client base, transitioning relationships by building genuine rapport and trust. This isn’t just about crunching numbers; it’s about being an inquisitive, driven professional who can translate complex tax and investment structures into clear, understandable terms for your clients.

About You

We are looking for a licensed advisor who is comfortable being uncomfortable in a fast-paced environment. Your expertise should include:

• Investments & Asset Allocation: Demonstrated knowledge of managed funds and portfolios.
• Tax Stru...