Financial Adviser
Vor 5 Tagen
OakView Financial is an award winning financial advice firm located in Southport on the Gold Coast. We utilise an innovative model which focuses on trust, transparency, and tailored strategies.We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.We provide holistic advice services inclusive of but not limited to, super consolidation, wealth accumulation, personal insurance and pension advice.Our vision is to be the most trusted household name in financial planning throughout Australia and we are well on our way to achieving this by living and abiding by our Core Values.Our Core Values:IntegrityReliabilityTrustworthyConsistencyAbout the role:We are looking for a highly motivated Senior Financial Adviser to join our growing team on a full-time basis. We are a highly culture focused firm whose primary goal is to ensure you have every opportunity to succeed. There are no failures, only opportunities to learn and develop. Your leadership team takes care of you so you can take care of the clients.Key Responsibilities:Providing phone-based advice; our clients have access to our services regardless of their location, providing them with convenient, efficient advice.Face to face Advice.Responsible for the initial review of Superannuation and Insurance Advice.Responsible for Annual Review and Ongoing Financial Advice.Support clients to achieve their financial goals and objectives.Support current advisers, paraplanners, and provisional advisers with strategy and decision making.Review Advice and provide ongoing feedback to planners and provisional advisers.Providing ad hoc advice on Insurance, Annual Reviews, Estate and Retirement Planning.Ensuring Statement of Advice documents sent to clients are compliant and contain up to date relevant information with accurate scope of advice.Accurately maintaining client records.Investment Analysis and Portfolio Research as required by Director.Ability to utilise Microsoft Office Suite (e.g., Word, Excel, OneNote, etc.).Requirements:Currently authorised as a financial planner and listed on the Financial Adviser Register.FASEA approved with applicable qualifications.Current AFP Check and Bankruptcy Check or willingness to have one completed.Experience in a phone-based advice environment highly regarded.Organised, detail oriented with strong time management skills.Ability to rapport build in a phone-based environment.Strong drive to always act ethically and in the best interest of the client.Self-motivated, very high attention to detail, ability to prioritise workflow and able to work autonomously.Excellent written and verbal communication skills.Ability to work independently as well as part of a team.Experience using Financial Planning Software highly desirable.If this sounds like the position for you, we look forward to hearing from you
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Financial Adviser – Associate | Gold Coast
vor 2 Monaten
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
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Financial Adviser – Associate | Gold Coast
vor 1 Monat
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
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Financial Adviser
Vor 5 Tagen
Gold Coast, Österreich Tideri Jobbörse VollzeitOakView Financial is an award winning financial advice firm located in Southport on the Gold Coast.We utilise an innovative model which focuses on trust, transparency, and tailored strategies.We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.We provide...
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Financial Adviser
vor 3 Wochen
Gold Coast, Österreich Atlas Wealth Management VollzeitAbout 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...
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Financial Adviser
vor 1 Monat
Gold Coast, Österreich Buscojobs AU C2 VollzeitWe are looking for an experienced Retirement Planning Financial Adviser to join our team to work with our 4,000+ existing client base, and to lead the development of our Retirement Planning offering.Your role will involve providing comprehensive retirement strategies for our long term clients that are planning for, or entering into, retirement phase. Many of...
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Financial Adviser
vor 1 Monat
Gold Coast, Österreich Tideri Jobbörse VollzeitWe are looking for an experienced Retirement Planning Financial Adviser to join our team to work with our 4,000+ existing client base, and to lead the development of our Retirement Planning offering.Your role will involve providing comprehensive retirement strategies for our long term clients that are planning for, or entering into, retirement phase.Many of...
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Financial Adviser
vor 4 Wochen
Gold Coast, Österreich SuperGuy VollzeitTo apply please email your resume to ****** Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What You'll Get in ReturnThe...
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Financial Adviser
vor 1 Monat
Gold Coast, Österreich Toro Wealth VollzeitTo apply please email your resume to ****** Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What You'll Get in ReturnThe opportunity to...
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Financial Adviser
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitNewcastle and Lake Financial Planning Pty Ltd – Warners Bay NSW Opportunity for an experienced financial adviser to join a small motivated team in a growing business focussed on delivering quality advice and service.Your Key Duties & Responsibilities As an experienced financial adviser, you will provide initial and ongoing advice services to new clients,...
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Financial Adviser
vor 1 Monat
Gold Coast, Österreich Tideri Jobbörse VollzeitTo apply please email your resume to Why Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What You'll Get in Return The opportunity to...
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Financial Adviser
vor 1 Monat
Gold Coast, Österreich Tideri Jobbörse VollzeitTo apply please email your resume to Why Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What You'll Get in Return The...
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Gold Coast, Österreich Tideri Jobbörse VollzeitFinancial Adviser Role with Personal Insurance Focus An innovative and enjoyable workplace opportunity!- Full Time - Attractive Salary Package - A Positive and Successful Environment Scarlett Financial is an innovative financial services organisation that provides wealth management, property investment, mortgage broking and general insurance.We are seeking...
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Tax Adviser
vor 2 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitHow to Become a Tax Adviser in Australia A career as a Tax Adviser offers a unique opportunity to engage with the intricate world of taxation while providing invaluable support to individuals and businesses alike.Tax Advisers play a crucial role in helping clients navigate the complexities of tax laws and regulations, ensuring compliance while optimising...
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Financial Planner
vor 1 Tag
Gold Coast, Österreich Buscojobs AU C2 VollzeitFull timeWho are you?We're looking for an experienced Financial Planner who:Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning,...
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A Driven Junior Financial Adviser
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitWhat makes us stand out?Recently awarded Australia's Best Financial Advice Employer by IFA, we are the nation's leading provider of financial advice, tailored exclusively to gen z and millennials.Forget the stuffy corporate environment.At Sufficient Funds we give a damn, and we have the secret sauce required to have a huge positive impact on young people,...
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Financial Planner
vor 16 Stunden
Gold Coast, Österreich Seek.Com.Au VollzeitWho are you?We're looking for an experienced Financial Planner who:Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning, aiming to...
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Senior Adviser
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitFinancial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible Purpose Advisory is a unique financial advice, business coaching & life coaching practice, founded in Feb 2018.We focus on working with younger Australians, achieving transformational results in their emotional, relational, and financial lives.We're currently a team of 8, with two...
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Central Coast, Österreich Ensombl VollzeitWe are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups with their complex financial needs.Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base).Our team of 25 staff offer a...
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Central Coast, Österreich Tideri Jobbörse VollzeitWe are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups with their complex financial needs.Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base).Our team of 25 staff offer a...
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Fiducian Franchise Opportunities
vor 16 Stunden
Gold Coast, Österreich Fiducian Financial Services Pty Ltd VollzeitFiducian Franchise Opportunities - Gold Coast and Surrounding AreasContract/TempAre you an experienced financial adviser or business owner ready to take your success to the next level?Fiducian, an ASX-listed leader in wealth management, offers an unparalleled opportunity to become part of our prestigious franchise network.By aligning with Fiducian, you will...
