Findex47 jobs

Financial Adviser

Mid levelSeniorFull-timeHybridBrisbane QLD, AustraliaPosted 3 months agoVerified 2 days ago
Pending fitX of Y criteria met

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

🔍

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

📈

Financial Adviser experience

Proven experience as a Financial Adviser with a successful track record.

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✅

Financial Adviser Exam completion

Successfully completed the Financial Adviser Exam and registered with ASIC.

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🤝

Relationship management skills

Exceptional skills in managing client relationships and stakeholders.

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View more

Meet the team

About the company

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5 criteria for this job
Financial Adviser experience
Proven experience as a Financial Adviser with a successful track record.

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Financial Adviser Exam completion
Successfully completed the Financial Adviser Exam and registered with ASIC.

View

Relationship management skills
Exceptional skills in managing client relationships and stakeholders.

View

SMSF knowledge
Demonstrated knowledge and experience with Self-Managed Super Funds.

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Communication skills
Excellent oral and written communication abilities.

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