Client manager role

Well established and loyal client base

The director handles new client acquisition and lead generation

This role is focus on nurturing relationships and providing exceptional advice.

Full team of support to help you in the role

Financial Planner / Review Advisor (Holistic Financial Planning)

Are you passionate about building lasting client relationships. We’re seeking a dedicated Review Advisor to manage a portfolio of approximately 150 clients, delivering tailored, holistic financial advice to ensure their success.

Join a dynamic team and focus on what you do best, helping clients achieve their financial dreams.

What You’ll Do

Develop personalized financial plans for clients’ goals, from retirement to wealth growth. Provide expert advice across investments, insurance, taxes, and estate planning.

Regularly review and adjust client portfolios to align with changing needs and markets.

Build and maintain strong, trust-based relationships to ensure client satisfaction.

Conduct periodic check-ins to assess progress and update financial strategies.

Educate clients on financial options to empower informed decision-making.

Who You Are

Proven experience in holistic financial advising with a client-focused mindset.

Excellent communicator, making complex financial concepts clear and relatable.

Detail-oriented, ensuring advice aligns with each client’s unique goals.

Collaborative team player, comfortable working with our business development staff. Passionate about client success, prioritizing long-term trust and satisfaction.

Knowledgeable in investments, insurance, taxes, and estate planning strategies.

Why Join Us?

The Director handles new client acquisition and lead generation, freeing you to focus on nurturing relationships and providing exceptional advice. Be part of a supportive team that values your expertise and passion for

Salary dependent on experience and will range between $120 to $150k.