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Our client is a national powerhouse known for its forward-thinking approach and impressive client portfolio. Its excellent work practices and culture place this firm high on the list of sought after employers in the legal industry. They are......
- Work for a reputable firm which supports career development - Great culture and benefits on offer - Experienced Legal Secretaries - contact Amy Mule on 08 9323 0234 To be successful in your application, you will have least 3 years experience as ......
This is an outstanding opportunity for an experienced legal professional to help lead a large and complex multi-disciplinary family law practice. Our Family Law Services area provides specialist services in child support, child protection, dispute r......
- Work on challenging transactions - Have a diverse range of clients - Complete access to Partners Join a growing mid tier firm that is reputable and established in the market. They invest in the careers o......
The Organisation This division conducts criminal prosecutions for breaches of work health and safety (WHS) and workers compensation legislation. The Role Reporting to the Managing Lawyer Litigation Services, you will ......
This well respected Cairns based multi-disciplinary law firm requires an experienced Family Law practitioner to join their growing team. Cairns, considered the gateway to the Great Barrier Reef is one of Australia's fastest g......
An opportunity is now available to join our Legal Support firm as a Settlement/Court Clerk for our Gold Coast area. Legal, Settlement or Conveyancing Experience preferred. Attention to detail, a drivers licence, an ability to work unsupervised an......
- Cairns Position - up to $55,000 - Excellent Team Environment A prominent Legal firm has an exciting opportunity for an experienced Legal Secretary to join their Family Law team. In this bu......
- Part Time Role - Monday to Friday Roster - 25+ Hours P.WA brilliant opportunity has opened up for a Licensed Conveyancer to join our client, located in Wollongong, on a part time basis. Join a leading team: Our client is a well respected law......
- Supportive & satisfying working environment - High respected practice - CBD Location About our Client Considered one of the most prominent local firms in Cairns, with an excellent reputation and loyal clientele, our client is now looking for an o......
- Full time, permanent roles - Darwin based positions - Register now for upcoming opportunitiesCurrently seeking experienced Legal Secretaries who are flexible, hard working, have great communication skills. Chandler Macleod has vast experience i......
About our client: Our client is a law firm based out of Milton, Brisbane and specialises in providing Workplace Relations, Employment Law, general Commercial Law and Migration Law advice. Our client provides......
Law Graduates Two Aboriginal and/or Torres Strait Islander Law Graduates Wanted Does this sound like you? Our organisation values diversity and is looking for motivated law graduates who want to contribute to the Northern Territory's future. If this......
CLIENT SERVICES OFFICER NAAJA North Australian Aboriginal Justice Agency Be a part of one of Australia's most dynamic, diverse and challenging legal practices. NAAJA provides legal aid for Indigenous people in the Top End of the Northern Territory, ......
We are currently recruiting a State Manager of Industrial Relations. The position will be based in Perth and look after both WA and SA businesses. The purpose of this role is to provide Industrial Relations guidance and assistance across the busines......
Busy Penrith practice is looking for a solicitor for five days a week (they are prepared to be flexible with days/hours, or consider a three or four day a week applicant with pay reduced accordingly). Key responsibilities: Family Law; Estat......
Southside, Full Time, Legal - Litigation Family Law General Practice - Manage a varied and interesting case load - Advance your legal career with our established Brisbane law firmWe are a Brisbane Southside law firm looking for an experienced, e......
Full Time Receptionist – Boutique Law Firm! Get your foot in the door today – your ticket to a prosperous career in the industry! A unique and rare opportunity in a small law firm has arisen for an enthusiastic and motivated person. Company Info......
- Experience Needed - Full Time Hours - Great Communication SkillsOur client is within the legal industry, and they are looking for a Legal Support Clerk to join their team in Geelong. If you are hardworking, determined, and dedicated, with a gre......
SOLICITOR Marino Moller Lawyers SOLICITOR - PORT DOUGLAS We are a regional Far North Queensland law firm seeking a Commercial/General Practice Solicitor with 3 years (PAE) to manage and practice in our Port Douglas office. Good people skills and the......

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Legal Career Tools

Investment Specialist

Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.

Related Skills

Accounting
Active listening
Analyzing Information
Building Relationships

Related Duties

Resolves client issues by providing information and explanations; responding to inquiries and requests.
Realizes and preserves asset value after taxes by determining and recommending asset ownership structures, diversification strategies, and related practices; developing asset allocations and financial plans; researching investment options; managing liquid assets; monitoring investment performance; recommending and implementing changes in strategies and investments; offering guidance and advice; obtaining, evaluating, and planning estate provisions.

Popular Senior Policy Advisor Articles

Financial planners love people and figures Article Rating
What job combines a love of dealing with people, a competitive drive, self discipline and a love of finance? Answer: Financial planner.