Financial Advisor

We are seeking an experienced, client‑focused Financial Advisor (3+ years of experience) to join the wealth management team of one of our clients in the financial services sector. This individual will play a key role in delivering high‑quality advisory services, ensuring all recommendations and written materials are accurate, compliant, and aligned with client goals across investments, insurance, and long‑term planning.

You will be an integral part of a multidisciplinary team responsible for managing and growing a client book, coordinating planning activities with internal administrators and external partners. This position requires strong organizational skills to manage the advisory process from start to finish, including conducting client meetings, preparing financial plans, and ensuring consistent service delivery.

Key Responsibilities

• Conduct client meetings to assess financial goals, needs, and overall financial si...