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Discover new and exciting employment opportunities in Sydney!

Wealth Planner - Inner City
Price : Please contact
Date listed : 2009-Mar-17
    *  Work close to home and in your local area
    * Target the Wealth Accumulator Market
    * A Career Defining Opportunity

One of Australia\'s most respected banking organisations is looking for an experienced Wealth Planner / Adviser to join their network. 
 
In a self management model, you will leverage off Business Banking networks to build and grow a book of mainly retail clients within the Newtown, Marrickville, Padstow, Kingsgrove (and beyond) area. You will provide general and specific advice by assessing customers’ financial goals and objectives in order to make recommendations for their short and long-term needs. 
 
Targeting the wealth accumulator market, this role will see you provide advice on a range of strategies (including, but not limited to): 
 

    * Retirement; 
    * Wealth Creation; and 
    * Superannuation 

 
This is a very personable role and you will need to have strong communication and presentation skills and good business acumen. You will also have excellent relationship skills and rapport building and have the ability to make decisions. 
 
To be considered for this highly desirable position, you will have completed the Advanced Diploma of Financial Services (ADFS) or equivalent and have experience within the financial services industry. Salary will be negotiable, and commensurate with experience. 
 
If you would like to pursue this opportunity, please click apply now or call Kym Woolf on (02) 8243 0500 for further information. 




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