Financial Investment Advisor

About Providence Smart Future Pty LtdProvidence Smart Future Pty Ltd is a is an Australian-based investment advisory and fund management firm committed to delivering independent, comprehensive wealth management solutions. The company provides general financial product advice and dealing services to wholesale clients, primarily in connection with Providence Asset Group Smart Future LP and other approved investment vehicles.

Position OverviewWe are seeking a Financial Investment Advisor to join our team. Reporting to the Chief Investment Officer, the successful candidate will provide general financial product advice and execute dealing services for wholesale clients, strictly within the scope of our Australian financial services licence authorisation.

Key Responsibilities

-Interview prospective wholesale clients to determine their financial objectives, risk tolerance, and investment preferences.