Financial Adviser
About the job
The Financial Adviser job at Retire360 offers an exciting opportunity to provide high-quality, member-centric financial advice to Australians. In a supportive, telephone-based environment, you will influence member outcomes, mentor developing advisers, and work collaboratively with various teams to ensure compliance and advice quality. The culture values balance, professionalism, and a commitment to client care.
You'll be responsible for
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Delivering high-quality advice
Providing simple, compliant intra-fund and retirement advice to superannuation fund members over the phone.📝
Conducting needs analysis
Understanding member circumstances, goals, and objectives through structured analysis.📊
Maintaining client records
Completing online fact finds and ensuring accurate, compliant client records.Key criteria
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1–3+ years in financial advice
Experience in superannuation or retirement advice is essential.View
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Strong technical knowledge
Proven expertise across core financial advice disciplines.View
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Client-first mindset
Commitment to delivering best-practice advice.View
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