Financial Advisor

Company Description

TruWealth Advice is dedicated to empowering women with financial security, independence, and confidence. Specializing in personalized financial advice, we focus on supporting women experiencing life transitions, such as separation or loss, and those aiming for long-term financial growth. With a strong emphasis on pre-retiree and retiree-aged single women, our approach combines financial expertise with psychological insights to address both the practical and emotional facets of financial planning. Transparency, independence, and client-first advice are at the core of our mission, ensuring tailored strategies for every individual. TruWealth Advice is a part of TruWealth Group Pty Ltd (AFSL 499444), and we are proud to assist our clients in achieving their financial goals.

Role Description

The position of Financial Advisor is a part-time remote role. The advisor will provide personalized financial planning services tailored to clients' needs, including retirement planning, investment strategies, and guidance through significant financial transitions. Responsibilities include assessing clients’ financial situations, developing tailored strategies, and offering informed advice to help clients achieve their long-term financial goals.

Qualifications

• Knowledge and experience in Financial Planning and Financial Advisory
• Expertise in Retirement Planning and Investments strategies
• Strong understanding of Finance and the ability to tailor solutions based on client needs
• Experience working with women undergoing significant life transitions or planning for long-term financial growth is a plus
• Excellent communication and interpersonal skills to build trust and relationships with clients
• Relevant qualifications in financial planning along with familiarity with regulatory compliance
• Ability to work independently and manage time effectively in a remote, part-time capacity