Financial Adviser Open to candidates across Australia
About the job
As a Financial Adviser at Australian Retirement Trust, you'll play a vital role in helping members achieve better retirement outcomes through high-quality, compliant personal advice. This job offers a fantastic opportunity to make a genuine difference in members' financial wellbeing while enjoying a supportive and inclusive work environment. The team values collaboration and continuous improvement, ensuring that you can thrive in your career while balancing work and personal life.
You'll be responsible for
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Building relationships
Building trusted relationships with existing and prospective members, delivering advice in a professional, member-centric way.📈
Providing personal advice
Providing high-quality personal advice on superannuation, investments, insurance, retirement, tax, and estate planning (within scope).📝
Preparing Statements of Advice
Preparing Statements of Advice that are technically correct, compliant, and appropriate to member objectives.Key criteria
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Bachelor’s degree in relevant field
Possession of a degree in Financial Planning, Business, Finance, or Commerce.View
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Financial Adviser Exam completion
Completion of the Financial Adviser Exam to provide tax advice.View
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Experience in personal financial advice
Extensive experience delivering personal financial advice, ideally face-to-face.View
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