Securities, Commodities, and Financial Services Sales Agents

As a Securities, Commodities, and Financial Services Sales Agent, your role will involve meeting with clients to discuss their financial goals, developing tailored financial plans, and implementing effective investment strategies. You will play a crucial role in building long-term client relationships and ensuring their financial success.

Category: Finance and Accounting - Financial Planning and Wealth Management
Full Time

• $60,000 - $100,000 / Year

Closing Date: 2025-03-01
Location: Sydney

• Assist clients in understanding their investment options and risks.
• Conduct financial needs assessments to identify client priorities.
• Perform regular reviews of client portfolios and recommend adjustments.
• Engage in networking activities to attract new clients and grow the client base.
• Communicate effectively with clients regarding market changes and financial impacts.
• Represent the company at industry events and client meetings.
• Lead educational seminars to inform clients about financial services.
• Utilize financial software and tools to analyze client data.
• Provide training and support to junior team members.
• Achieve individual and team sales goals.

• Bachelor's degree in Commerce, Business, Accounting, Economics or related field
• Postgraduate qualifications are advantageous
• Financial Planning Proficient in developing comprehensive financial plans.
• Investment Analysis Able to assess investment opportunities and market conditions.
• CRM Systems Familiarity with customer relationship management software.
• Communication Excellent verbal and written communication skills.
• Analytical Thinking Strong capability to analyze complex data.
• Client Relationship Management Skilled in forging and maintaining strong relationships with clients.
• ASIC RG146 Accreditation
• Certified Financial Planner (CFP) is a plus
• English (Fluent)

• Advanced knowledge in financial risk management: Ability to navigate complex financial risks and market dynamics.
• Certified Financial Planner (CFP) designation preferred: A recognized certification that enhances credibility in financial planning.

• Generous salary with opportunities for growth.
• Employee assistance programs.
• Professional development opportunities.
• Work-life balance initiatives.

• Client-Focused Approach: We prioritize our clients' needs, striving to deliver exceptional service and tailored solutions.
• Adaptability: In a fast-paced environment, we adapt quickly to change, ensuring our strategies remain relevant and effective.
• Innovation-Driven: We encourage a culture of innovation, where fresh ideas and creative approaches are valued and implemented.

• Once you have logged in and completed your profile, simply click "Apply Now" to add your application for the Securities, Commodities, and Financial Services Sales Agents position and share your profile with the recruiter.