Senior Financial Advisor

Wealth Management
South yarra - Victoria
July 25, 2022
Permanent
Apply Now

Job Description

Successful Wealth Management organisation in South Yarra have a great opportunity for a senior financial advisor to join the team; there are also opportunities for mid level or junior advisors.

Whats on offer:

  • Above Award remuneration
  • South Yarra Location
  • Career progression opportunities in the wealth management sector

Your key responsibilities will include:

  • Provide advice on Superannuation & Risk Insurance
  • Manage investments
  • Service current clients & provide tailored advice
  • Generate new business through referral partners and client referrals
  • Oversee advice process to ensure efficiency and compliance

About you:

  • RG 146 compliant for providing retail financial products advice.
  • Attain and maintain the 5 ASIC core competencies for providing
    advice to Clients.
  • Accredited to distribute Wealth Management approved products
  • Managed Investments
  • Superannuation & Risk Insurance

Apply now! For any queries, please contact Jenny Ennisat Fuse Recruitmenton 0401 413 233.

At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we’d love to hear from you!

If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!

#ChooseFuse

#SCR-jenny-ennis

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