Full-time Financial Investment Adviser
View Job- Company Masu Financial Management Pty Ltd - View more jobs
- Salary$75,000 + Superannuation + 50% of the commissions
- LocationHaymarket, NSW
Salary: $75,000 + Superannuation + 50% of the commissions from new business the employee generates. […]
Manage client relationships, including gathering detailed financial information (income, expenses, Superannuation, insurance, tax status, and objectives) and providing ongoing updates and progress reports.
Analyse clients’ financial situations and develop tailored strategies for investments, SMSF, insurance, and tax optimization to achieve their goals. […]
Develop and present proposed financial plans, including projected income, portfolio growth, and tax summaries, to support recommended strategies...
2 days ago from: postjobfree.com
View JobRefine your search
- Filter by Job Title
- Client Services Officer (4)
- Adviser Support Administrator (3)
- Financial Adviser (3)
- Manager Business Services (3)
- Senior Claims Consultant (3)
- Related Searches
- Adviser Support Service
Related Job Offers
Investor Services Officer
Kaizen Recruitment - 3004 Melbourne, VIC, AU
If you are interested in learning more about this position, please contact Julian Soames (julian@kaizenrecruitment.com.au / 0412 123 682) or apply via the link below. Processing new business applications...
Senior Client Solutions Representative
SS&C Solutions Pty Limited - 3004 Melbourne, VIC, AU
SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise...
Private Client Administrator
Perpetual - 3004 Melbourne, VIC, AU
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach...
Client Services Manager
Bentley Recruitment Pty Ltd - 4000 Brisbane, QLD, AU
To keep up with continued growth, we are seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role...
Senior Media Advisor
Chandler Macleod - 2600 Canberra, ACT, AU
This position offers flexibility – while Canberra is preferred, other locations will be considered. Occasional remote work may be approved, provided it meets operational, security, and performance requirements...