Financial Advisor Role at Wallace Myers International
We are seeking a skilled Financial Advisor to join our team at Wallace Myers International, a leading provider of wealth management services. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients.
Key Responsibilities:
* Provide personalized wealth management advice tailored to clients' specific needs and goals.
* Engage new clients and lead them through the financial planning process, ensuring their strategies are optimized to achieve their objectives.
* Create, review, and deliver detailed financial plans that align with clients' financial objectives.
* Assess clients' existing pensions, investments, and protection plans during onboarding, providing expert guidance on optimization and strategy.
* Utilize cashflow modeling to help clients understand their future financial outlook and make informed decisions.
* Oversee client communications, building strong, lasting relationships through proactive engagement and regular updates.
* Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors, to ensure seamless coordination and optimal results.
* Conduct annual client reviews to ensure continued alignment with their goals and objectives, making adjustments as needed.
* Pursue ongoing professional development, staying up-to-date with industry trends and best practices to provide cutting-edge expertise.
* Take on additional duties as required, demonstrating flexibility and adaptability in a dynamic environment.
Essential Skills & Qualifications:
* A minimum of 3 years' experience in financial planning or wealth management, with a proven track record of delivering top-tier service.
* Expertise in applying cashflow modeling to financial planning, with a deep understanding of its applications and benefits.
* Strong written and verbal communication abilities, with a focus on clear, concise messaging and effective relationship-building.
* A proactive, inquisitive attitude with a passion for continuous learning, staying ahead of industry trends and developments.
* Meticulous attention to detail, ensuring accuracy and precision in all aspects of client work.
* The ability to work both independently and collaboratively within a team, leveraging strengths and expertise to drive results.
* Confidence to challenge existing practices and suggest innovative approaches, driving positive change and improvement.
* Proficient in MS Word, Excel, and Outlook, with a willingness to learn and adapt to new tools and technologies.
This role is perfect for someone who thrives in a dynamic, client-focused environment and is eager to grow their career in financial advisory. If you're passionate about delivering exceptional service and making a meaningful impact, we encourage you to apply.