Wealth manager

About the Role

Hoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Australia team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to holistic financial planning. This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve their financial goals.

Key Responsibilities

• Client Servicing: Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
• Holistic Planning: Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies ...