Financial Advisor

Welcome to Allianz, where we are dedicated to helping our clients achieve financial security and peace of mind. We are currently seeking a knowledgeable and motivated Financial Advisor to join our team and guide our clients towards their financial goals. As a Financial Advisor at Allianz, you will have the opportunity to work closely with individuals and businesses, providing personalized financial planning and investment management services. We are looking for a candidate who is passionate about helping others, has excellent communication skills, and is driven to succeed. If you have a strong understanding of financial markets and a desire to make a positive impact on people's lives, we want to hear from you.

1. Build and maintain strong relationships with clients, understanding their financial needs and goals.
2. Provide personalized financial planning and investment management services to clients.
3. Stay up-to-date on financial markets and industry trends to provide relevant and accurate advice to clients.
4. Conduct thorough financial analyses and create customized financial plans for clients.
5. Educate clients on various investment options and help them make informed decisions.
6. Monitor clients' investment portfolios and make adjustments as needed to ensure their financial goals are being met.
7. Collaborate with other team members to develop and implement successful strategies for client acquisition and retention.
8. Maintain a deep understanding of Allianz products and services to effectively promote and cross-sell to clients.
9. Attend networking events and participate in professional development opportunities to expand client base and enhance skills.
10. Comply with all industry regulations and ethical standards in all interactions with clients.
11. Maintain accurate and detailed records of client interactions and financial transactions.
12. Continuously strive to meet and exceed sales targets and contribute to the overall success of the team and company.
13. Provide exceptional customer service and be readily available to address any client concerns or inquiries.
14. Communicate effectively with clients, colleagues, and superiors to ensure a smooth and efficient workflow.
15. Stay updated on changes in tax laws and financial regulations to ensure compliance and provide accurate advice to clients.

According to JobzMall, the average salary range for a Financial Advisor in Sydney NSW, Australia is between AU$60,000 to AU$120,000 per year. This range can vary based on factors such as experience, qualifications, and the type of firm or organization the advisor works for. Senior financial advisors with extensive experience and a strong track record may earn higher salaries, while entry-level advisors or those working for smaller firms may earn closer to the lower end of the range. Additionally, advisors who specialize in a particular area, such as retirement planning or wealth management, may command higher salaries.

Allianz SE engages in the provision of insurance and investment advisory services. It operates its business through following segments: Property-Casualty, Life/Health, Asset Management, and Corporate and Other. The Property-Casualty segment offers motor liability and own damage, accident, general liability, fire and property, legal expense, credit, and travel insurance.