Findex47 jobs

Financial Adviser

Mid levelSeniorFull-timeHybridBrisbane QLD, AustraliaPosted 1 month agoVerified 2 days 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.

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.

View

🤝

Client relationship management

Demonstrated experience building and maintaining strong client relationships.

View

💼

SMSF knowledge

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

View

View more

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

A meaningful career starts with a match

Get started
Apply on Findex
You'll apply on an external website
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.

View

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

View

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

View

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

View

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

View

Similar jobs

View all
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.
Findex
Findex
Financial AdviserCanberra, ACT · Full-time
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.
Rest
Rest
Financial AdviserSydney, NSW · Full-time
This job is about providing tailored superannuation, insurance, and retirement advice that prioritises members' needs. As a Financial Adviser at Rest, you will develop strong relationships with key stakeholders and engage with members to guide them through their financial journey. The team values a culture of support and collaboration, ensuring that everyone thrives and loves the work they do.
Rest
Rest
Financial AdviserSydney, NSW · Full-time
This job is all about providing tailored superannuation, insurance, and retirement advice that truly puts members first. As part of a dynamic team, you will have the opportunity to build strong relationships with key stakeholders while guiding members through their financial journey. The team values collaboration and personal growth, ensuring everyone thrives in a supportive and engaging environment.