Financial Adviser

vor 3 Wochen

Gold Coast, Österreich Atlas Wealth Management Vollzeit

About UsAtlas Wealth Management has been a trusted partner in financial planning since 2011, dedicated to supporting Australian expatriates around the world. Atlas Wealth Group is a multi-award-winning firm and the leading provider of Australian expat finance advice, tax, mortgage and asset management services to Australian expats in over 50 countries.From the tech stars of Silicon Valley to the bustling legal chambers in London, our clientele are as diverse as our expertise. We're not just committed to our world-spanning operations; we're thrilled with the stories we help create with each financial strategy.The OpportunityWe're looking for an experienced Financial Adviser to join our supportive, close-knit team. In this role, you'll be managing a portfolio of expat clients and helping them achieve their financial goals, with the backing of a firm that values work-life balance and personal growth.Your RoleIn this client-focused role, you'll:Develop and deliver tailored financial advice on superannuation, investment strategies, and retirement planning.Collaborate and communicate with clients to understand their financial objectives and goals.Ensure compliance with ASIC standards, maintaining accuracy and professionalism in all the advice you deliver.Foster long-term relationships with clients, offering ongoing advice and support, as well as prospect for new opportunities.Share your insights directly with the team, contributing to our firm's strategic vision.Work alongside the team to ensure quality and compliance in our advice.What You BringWe're looking for someone with:At least 5 years' client-facing experience as a Financial Adviser.Successfully completed the FASEA exam and are on the FAR.Proven experience providing comprehensive financial advice.Excellent relationship management and communication skills.Results driven and initiative taking.Great interpersonal skills, with a genuine passion for helping clients navigate their financial futures.Why Join Us?Competitive Salary & Benefits: Your expertise is rewarded with a strong salary package.Flexibility: We support work-life balance with one day a week WFH after the initial settling period and monthly RDOs.Career Growth: Whether you want to specialise or take on a leadership role, we're here to help you grow.Team Culture: Join a welcoming, collaborative team that believes in respect, support, and making a positive impact.Ready to Apply?Your Future Starts Here If Atlas Wealth Management sounds like your dream stage, send over your resume and a cover letter showcasing why you're our next team addition.Your Privacy Matters: Every application is treated with the respect and confidentiality it deserves.
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