Financial Advisor
Vor 7 Tagen
Fast-growing leader in the financial advice spaceFantastic team-oriented cultureFlexible working hours availableStrong remuneration package including bonuses on offerLeads provided - no 'cold-calling' requiredNortheast Wealth are a passionate team helping our members to enjoy greater progress, stronger financial wellbeing, and better lives. We partner with successful individuals and couples, helping them overcome financial challenges and seize opportunities so they can save time, worry less and live more.
Our advice is comprehensive, holistic, and centred on helping people achieve their financial and personal goals.
The role: Provide the advice, coaching and support to new and ongoing membersFollow a first-class, proprietary advice process designed to help people live life on their termsConduct regular progress meetings to support members tracking to their set goalsBe committed and accountable to the ongoing financial success of your membersWork closely with our partners and stakeholders e.g.
mortgage brokers, accountants, buyers agents, etc**Please note: this is a hybrid role with 2/3d per week at our office in Camberwell.
** Education and experience: At least three years experience as a holistic financial advisor providing advice in areas including direct investments, cashflow, superannuation incl.
SMSF, insurances and retirement planning.Strong technical advisory skills across a broad range of advice strategiesSkilled using advice CRMs including modelling (XPLAN experience highly regarded)We'll just say it - we're looking for someone pretty spesh. Beyond the minimum hurdles, you're going to smash it in this role if you:
Are self-motivated and positiveGet a big high from improving the lives of othersRelish and contribute to a culture of having fun and achieving great things togetherEnjoy environments that nurture self-development and personal growthThe successful candidate can expect to walk into an environment where you'll be fully supported to do your best work.
Our tailored advice process has been built end-to-end, so you can focus on honing your skills and serving our members.
We offer a high degree of freedom in terms of WFH (our team is currently in our Camberwell office 2/3d per week), and allowing ad-hoc leave to be taken during any work day via our 'Flexi-time' initiative.
If you feel that you may be a great fit for our team, we would love to hear from you.
If you want to get know a little more about Northeast, please head to our website: www.northeastwealth.com.au
Seniority levelMid-Senior level
Employment typeFull-time
Job functionFinance and Sales
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