Findex47 jobs

Financial Adviser

Mid levelSeniorFull-timeHybridCanberra ACT, AustraliaPosted 2 months agoVerified 2 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.

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.

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🤝

Client relationship management

Proven experience building and maintaining strong client relationships.

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💼

Comprehensive financial advice

Demonstrated experience providing tailored financial planning and investment advice.

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Meet the team

About the company

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

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

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

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

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

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