Financial Adviser

Company Description

Ally Wealth Management, founded by Australian expats for Australians, provides tailored financial solutions to clients both at home and abroad. The firm specialises in wealth management, investment advice, insurance, superannuation, retirement planning, and expatriation/repatriation strategies. Committed to transparency and flexibility, Ally Wealth Management aims to make clients feel 'at home' wherever they are in the world. With a customer-centric approach, the South Perth and Sydney-based team serves clients globally through in-person or virtual meetings, offering personalised, professional financial guidance.

Role Description

This is a full-time hybrid role for a Financial Adviser, based either in Perth or Sydney with flexibility for remote work arrangements. The Financial Adviser will engage with clients to assess their financial needs, develop tailored strategies, and provide guidance on wealth management, investment planning, retirement solutions, and other financial matters. Responsibilities include maintaining client relationships, conducting financial reviews, and staying informed on industry standards to offer compliant, high-quality advice.

Qualifications

• Proficiency in Financial Planning and Financial Advisory, with a strong ability to create personalised financial strategies
• Experience in Investments and Retirement Planning, including developing diversified investment portfolios
• Expertise in Finance, with strong analytical and problem-solving skills
• Excellent interpersonal and communication skills to build and maintain client relationships
• Relevant certifications such as RG146 accreditation, tertiary qualifications in finance, commerce, or a related field
• Availability to work in a hybrid environment, with occasional travel to the South Perth location
• Understanding of Australian tax laws, superannuation policies, and expat finance considerations (preferred)

Apply here or email us at ***email_hidden***