AddressAbout
Reilly Financial is an established financial services and investment advisory.
Our team are committed to empowering our clients to make informed financial decisions and achieve their dreams. If you are passionate about finance and dedicated to client success, we invite you to join our team and make a meaningful impact in the lives of our clients.
Position
In this dynamic role, you will utilise your expertise in financial planning and investment strategies to build strong, lasting relationships with clients, helping them achieve their financial goals.
Responsibilities
- Develop personalised financial plans and investment strategies tailored to each client's unique needs and objectives.
- Manage a portfolio of clients, continuing to strengthen and build upon new and existing relationships.
- Identify areas of opportunity to improve the financial situation of new and existing clients.
- Collaborate with internal teams and service providers to research, prepare and implement financial strategies products and services.
Skills, Education & Experience
- Tertiary degree aligned with industry education requirements
- Proven experience in financial advisory or wealth management roles, with a successful track record of client acquisition and retention.
- The ability to exercise initiative and maintain personable and professional relationships with clients.
- Deep understanding of investment products, financial planning strategies, and regulatory requirements.
- Excellent interpersonal and communication skills to effectively interact with clients and internal teams.
- Ability to effectively coordinate multiple tasks and adhere to deadlines.
- Strong team focus & a positive attitude.
Culture
At Reilly Financial, we cultivate a dynamic workplace where collaboration and celebration are at our core. Our team is made up of passionate players with diverse backgrounds, all driven by a positive mindset.
We seek an employee that is excited by:
- Personal Development. We empower our employees to grow both personally and professionally, offering continuous learning and career development programs.
- Communicate clearly and honestly. Our open-door policy ensures that everyone's voice is heard and valued.
- Celebrates other’s wins. We celebrate our successes and support each other through challenges, fostering a strong sense of community.
- Is adaptable to engage in light-hearted moments and knuckle-down in challenging periods.
If you're looking for a vibrant work environment where you can make a real impact, you'll fit right in with us.
