The Wealth Advisory Specialist supports clients through comprehensive, holistic financial planning, collaborating with Income Financial Advisors to deliver tailored wealth solutions that align with clients longterm goals. This role enhances the overall advisory experience by ensuring clients receive personalised, expert guidance and that both clients and advisors remain aligned throughout their financial planning journey.
Responsibilities:
- Conduct in-depth financial discovery to understand clients financial goals, life priorities, risk appetite, and overall financial landscape.
- Develop comprehensive financial plans that cover protection, investment, retirement, wealth accumulation, and legacy planning.
- Recommend personalised financial strategies and solutions that address clients specific needs and aspirations.
- Provide clarity and guidance on financial options to help clients make informed, confident decisions.
- Work closely with Income Financial Advisors to ensure shared understanding of client needs, planning direction, and solution recommendations.
- Maintain aligned advisory strategies across all parties to deliver a consistent, cohesive client experience.
- Act as a central coordination point to ensure smooth, timely communication throughout the advisory process.
- Provide clients and advisors with accurate updates, necessary documentation, and followthrough on agreed next steps.
- Build rapport and trust with clients through professional, transparent, and empathetic engagement.
- Conduct periodic reviews with clients to assess plan performance and recommend adjustments in response to life changes or market conditions.
- Ensure financial plans remain relevant and adaptive to clients evolving needs.
Requirements:
- 5 years of experience in financial advisory, wealth management, financial planning, banking, or related clientfacing financial roles.
- Experience in conducting financial needs analysis, portfolio discussions, or advisory consultations is strongly preferred.
- Relevant certifications such as CMFAS (e.g., M5, M6, M9, HI) are required.
