Clarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business expands. Here’s a summary of the key points:

Position Overview:

• Company: Clarity Wealth, a growing financial advice business in Western Sydney.
• Role: Financial Advisor, with a focus on servicing a pre-vetted source of leads.
• Offices: Based in Penrith, with additional offices in Richmond and the City.

Role Responsibilities:

• Engage with clients to understand their financial goals and needs.
• Advise clients on suitable structures and strategies
• Provide compliant, timely, and sound financial advice.
• Maintain high compliance standards.
• Contribute to internal training and process improvements.
• Potential involvement in networking to grow the business and brand.

About You (Ideal Candidate):

• Experience: At least 3 years of financial advice experience, with expertise in advising retirees, pre-retirees, and small business owners.
• Skills: FASEA approved, strong advisory skills in retirement planning, insurance and SMSF.
• Client-Focused: Personable, sympathetic, and able to develop client relationships.
• Motivated: Able to build and grow a book of business from scratch, while also managing existing client reviews.

Opportunity Highlights:

• A strong, qualified lead source is available, making the business growth opportunity unique.
• Potential to work with a wide variety of clients and contribute to an expanding company.
• Focus on providing bespoke financial advice tailored to individual client needs.