Financial Adviser Brisbane
About the job
Join the Advice Delivery team as a Financial Adviser and embark on a rewarding journey helping members navigate their financial futures. This opportunity allows you to make a significant impact by guiding individuals through their super, investments, and insurance with clarity and care. Enjoy a supportive and collaborative work environment that values your growth and professional development.
You'll be responsible for
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Providing tailored financial advice
Delivering personalized financial guidance through various communication channels to meet members' unique needs.🛍️
Recommending products and services
Identifying and suggesting suitable financial products and services based on individual member circumstances.📊
Staying current with financial developments
Keeping up-to-date with changes in superannuation, tax, and financial planning to provide accurate advice.Key criteria
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Relevant degree in finance
Possession of a degree in Financial Planning, Business, Finance, or Commerce.View
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Financial Adviser Exam passed
Successful completion of the Financial Adviser Exam for certification.View
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Experience in face-to-face advice
Demonstrated experience providing in-person financial advice to clients.View
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