Financial Adviser
About the job
The Financial Adviser job at Australian Retirement Trust is all about making a positive impact on members' financial wellbeing. By providing tailored personal advice, you will play a crucial role in helping individuals achieve their retirement goals. The team values collaboration and continuous improvement, ensuring a supportive environment where everyone can thrive.
You'll be responsible for
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Building relationships
Establishing trusted connections with members to deliver member-centric advice.📊
Providing personal advice
Delivering high-quality advice on superannuation, investments, insurance, and retirement planning.📝
Preparing Statements of Advice
Creating compliant and technically sound advice documents tailored to individual member needs.Key criteria
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Bachelor’s degree in finance or related field
Essential educational background for providing financial advice.View
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Financial Adviser Exam completion
Required certification to deliver compliant financial advice.View
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Experience in personal financial advice
Demonstrated ability to provide tailored financial guidance.View
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