Australian Retirement Trust39 jobs

Financial Adviser Brisbane, QLD

Mid levelFull-timeHybridMelbourne VIC, AustraliaFinancePosted 7 hours ago
Think you're a good fit?See what the hiring team are looking for

About the job

As a Financial Adviser at Australian Retirement Trust, you will play a crucial role in helping members achieve better retirement outcomes. Your expertise will make a genuine difference in their financial wellbeing by delivering tailored personal advice focused on superannuation and retirement strategies. The team values collaboration and continuous improvement, ensuring a supportive environment where you can thrive.

You'll be responsible for

🤝

Building relationships

Building trusted relationships with existing and prospective members, delivering advice in a professional, member-centric way.
💰

Providing personal advice

Providing high-quality personal advice on superannuation, investments, insurance, retirement, tax, and estate planning.
📝

Preparing Statements of Advice

Preparing Statements of Advice that are technically correct, compliant, and appropriate to member objectives.

Key criteria

🎓

Bachelor’s degree in finance or related field

Demonstrated educational background in Financial Planning or Commerce.

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📝

Financial Adviser Exam completion

Proven qualification to provide tax financial advice.

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📜

ASIC Financial Advisers Register listing

Active registration ensuring compliance with ethical standards.

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Meet the team

About the company

View your fit

5 criteria for this job
Bachelor’s degree in finance or related field
Demonstrated educational background in Financial Planning or Commerce.

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Financial Adviser Exam completion
Proven qualification to provide tax financial advice.

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ASIC Financial Advisers Register listing
Active registration ensuring compliance with ethical standards.

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Experience in personal financial advice
Extensive background in delivering tailored financial advice.

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Technical knowledge of superannuation
Strong understanding of retirement strategies and Defined Benefit accounts.

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A meaningful career starts with a match

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