Financial Advisor

vor 1 Tag


Council of the City of Sydney, Österreich NobleOak Vollzeit

Financial Advisor 5 days ago Be among the first 25 applicants Role Description As an experienced financial advisor working on our Wealth Maximiser service, you will coach customers using statements of advice generated from our platform, helping them to follow their strategic plan and achieve their financial goals. You will utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service, help improve our materials, and provide positive customer interactions that educate and empower customers. Collaborate with our dynamic team and make a real impact in customers' lives You will need to be an authorised representative of NobleOak, though this does not preclude other authorised representations. We will occasionally require your presence at our Sydney office for internal meetings, trainings, and other opportunities. Right now we are looking for someone to join 2 days a week on a short term contract, however if we find the right people we can explore other options. Qualifications Compliance with FASEA requirements Authorised to provide tax advice 10+ years in advising retail clients Willing to comply with CPD requirements Strong customermanagement Strong presentation and communication skills (verbal and written) Passionate about doing the right thing for the client Seniority level Mid-Senior level Employment type Part-time Job function Finance and Sales Referrals increase your chances of interviewing at NobleOak by 2x Sign in to set job alerts for “Financial Advisor” roles. Sydney, New South Wales, Australia #J-18808-Ljbffr



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