Description

Clarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business expands. Here’s a summary of the key points:

Position Overview:

Company: Clarity Wealth, a growing financial advice business in Western Sydney.
Role: Financial Advisor, with a focus on servicing a pre-vetted source of leads.
Offices: Based in Penrith, with additional offices in Richmond and the City.
Role Responsibilities:

Engage with clients to understand their financial goals and needs.
Advise clients on suitable structures and strategies
Provide compliant, timely, and sound financial advice.
Maintain high compliance standards.
Contribute to internal training and process improvements.
Potential involvement in networking to grow the business and brand.
About You (Ideal Candidate):

Experience: At least 3 years of financial advice experience, with expertise in advising retirees, pre-retirees, and small business owners.
Skills: FASEA approved, strong advisory skills in retirement planning, insurance and SMSF.
Client-Focused: Personable, sympathetic, and able to develop client relationships.
Motivated: Able to build and grow a book of business from scratch, while also managing existing client reviews.
Opportunity Highlights:

A strong, qualified lead source is available, making the business growth opportunity unique.
Potential to work with a wide variety of clients and contribute to an expanding company.
Focus on providing bespoke financial advice tailored to individual client needs.