Commission-based; salary range is average approxim...
Holistic financial planning solutions
Investment management and protection planning
Estate and succession planning strategies
This role offers an opportunity to work as a Wealth Adviser, providing holistic financial planning solutions to clients across areas such as investments, retirement, protection, and estate planning
Job Summary
This role offers an opportunity to work as a Wealth Adviser, providing holistic financial planning solutions to clients across areas such as investments, retirement, protection, and estate planning.
You will play a key role in guiding clients through complex financial decisions, supported by a team of internal specialists and experts.
The position is suited for experienced professionals with a strong background in financial services who are confident in delivering comprehensive, client-focused advice while ensuring compliance with regulatory standards.
Matching Summary
Match Score: 85
This role offers an opportunity to work as a Wealth Adviser, providing holistic financial planning solutions to clients across areas such as investments, retirement, protection, and estate planning.
Salary
Commission-based; Salary Range is average approximate based on past teammates' earnings
Skills & Requirements
Must-have
Holistic financial planning solutions
Investment management and protection planning
Estate and succession planning strategies
Tax-efficient wealth optimization
Regulatory compliance adherence
Nice-to-have
Collaborative team environment
Continuous learning culture
Strong interpersonal communication skills
Client-focused advisory approach
Subject matter expert support
Key Requirements
RES5, CM-CIS, CM-LIP or CM-LIC certifications
HI certification required
Bachelor's degree or equivalent qualification
5 to 8 years experience in insurance and investment sales