About the job
As a Financial Adviser at Findex, you will have the exciting opportunity to manage an established client portfolio while delivering strategic financial planning and investment advice. Your impact will be felt as you build strong relationships and help clients achieve their financial goals. The team thrives in a collaborative environment, focusing on delivering outstanding client outcomes and supporting each other's growth.
You'll be responsible for
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Understanding client needs
Assessing client needs through meaningful, ongoing relationships to provide tailored advice.📊
Delivering financial advice
Providing strategic financial planning and investment advice tailored to individual goals.🚀
Identifying new opportunities
Developing new client opportunities across Brisbane and the region to meet growth targets.Key criteria
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Financial Adviser experience
Proven experience as a Financial Adviser with a successful track record.View
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Financial Adviser Exam completion
Successfully completed the Financial Adviser Exam and registered with ASIC.View
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Relationship management skills
Exceptional skills in managing client relationships and stakeholders.View
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