Findex33 jobs

Financial Adviser

Mid levelSeniorFull-timeHybridCanberra ACT, AustraliaFinancePeople and culturePosted 1 week agoVerified 5 days ago
Pending fitX of Y criteria met

About the job

This job is all about being a motivated, client-focused Financial Adviser who is ready to take charge of an established client portfolio. Making a real impact while delivering strategic financial planning and investment advice is at the heart of this opportunity. The team values collaboration and strong client relationships, creating a supportive environment where everyone can thrive.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

🔍

Understanding client needs

Understand and assess client needs through meaningful, ongoing relationships.
📊

Delivering financial advice

Deliver strategic financial planning and investment advice tailored to individual goals.
🌟

Identifying new opportunities

Identify and develop new client opportunities across Brisbane and the region.

Key criteria

📊

Financial Adviser Exam completion

Successfully completed the Financial Adviser Exam and registered with ASIC.

View

🤝

Client relationship management

Proven experience building and maintaining strong client relationships.

View

💼

Comprehensive financial advice

Demonstrated experience providing tailored financial planning and investment advice.

View

View more

A meaningful career starts with a match

View your fit

5 criteria for this job
Financial Adviser Exam completion
Successfully completed the Financial Adviser Exam and registered with ASIC.

View

Client relationship management
Proven experience building and maintaining strong client relationships.

View

Comprehensive financial advice
Demonstrated experience providing tailored financial planning and investment advice.

View

SMSF knowledge
Solid understanding and experience with Self-Managed Super Funds (SMSF).

View

Communication skills
Excellent oral and written communication skills for effective client interaction.

View

Similar jobs

View all
Rest
Rest
Intra-Fund Financial AdviserSydney, NSW · Full-time
This job is about joining an award-winning fund to provide high-quality superannuation, insurance, and intra-fund advice to members. The impact of this role is significant, as it helps members understand and engage with their super, leading to better retirement outcomes. The team values a culture of support and collaboration, embracing diversity and inclusion while allowing for a hybrid working environment.
Findex
Findex
Financial AdviserBrisbane, QLD · Full-time
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.
Perpetual Limited
Perpetual Limited
Associate Financial AdviserSydney, NSW · Full-time
The Associate Financial Adviser job at Perpetual Wealth Management is all about providing exceptional investment management advice to medical specialist clients. This position plays a crucial role in supporting financial advisers and ensuring clients receive top-notch service. The team thrives on collaboration and values a flexible work environment, allowing everyone to contribute their best.
RSM
RSM
Financial Adviser - Financial ServicesBallarat, VIC · Full-time
The job of a Financial Adviser at RSM is all about empowering clients to achieve their financial ambitions through tailored, strategic advice. This position plays a crucial role in building meaningful relationships within the local community while leveraging national resources for holistic solutions. The team thrives on collaboration and support, ensuring that everyone has the opportunity to grow and succeed.