Findex34 jobs

Financial Adviser

Mid levelSeniorFull-timeHybridBrisbane QLD, AustraliaPosted 3 days agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is about being a motivated, client-focused Financial Adviser who steps into an established client portfolio and makes it their own. The role is crucial in providing strategic financial planning and investment advice to a diverse client base, making a real impact in their financial futures. The team values collaboration and strong client relationships, creating an environment where everyone can thrive.

Meet the team

About the company

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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 to clients across Brisbane and the region.
🚀

Identifying new opportunities

Developing new client opportunities while meeting growth and revenue targets.

Key criteria

📈

Financial Adviser Exam completion

Proven completion of the Financial Adviser Exam for registration.

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🤝

Client relationship management

Demonstrated experience building and maintaining strong client relationships.

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💼

SMSF knowledge

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

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Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Financial Adviser Exam completion
Proven completion of the Financial Adviser Exam for registration.

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

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

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Comprehensive financial advice
Experience providing tailored financial planning and investment advice.

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

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A meaningful career starts with a match

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