Wealth Management Consultant
1 week ago
Role Overview
At AFH Wealth Management, we're seeking a skilled and client-focused Financial Planning Specialist to join our team. As a self-employed or employed adviser, you will play a key role in helping our clients achieve their financial goals.
Key Responsibilities
- Client Relationship Management: Develop and maintain long-term relationships with clients, understanding their current and future financial needs and goals.
- Financial Planning: Formulate and implement personalized financial strategies, guiding clients towards financial independence.
- Business Development: Acquire and develop new business from new and existing clients, professional introducers, and company lead generation programs.
- Marketing and Networking: Optimize marketing opportunities, including social media and networking with introducers and other professionals, to develop new business.
Work Environment
This role offers a home-based or remote working arrangement with access to office locations if preferred. There is an expectation to attend face-to-face client meetings.
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