Senior Financial Advisor
Vor 6 Tagen
Company Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement planning. We assist individuals, independent planners, and organizations in making informed and strategic financial decisions. Committed to sustainable growth, One26 focuses on empowering clients to achieve their financial goals and dreams. Our mission is rooted in the belief that helping others achieve their ambitions leads to mutual success. Located in Brisbane, QLD, we prioritize simplicity, security, and excellence in financial guidance. Role Description This is a full‑time on‑site role for a Senior Financial Advisor, based in Brisbane, QLD. As a Senior Financial Advisor, you will provide tailored financial advice to clients, focusing on financial planning, investments, retirement strategies, and financial goals. Key Responsibilities Evaluate client portfolios. Develop financial strategies. Ensure effective communication with clients. Build long‑term client relationships. Assist in navigating complex financial decisions. Qualifications Proficiency in Financial Planning and Retirement Planning to support clients in achieving their long‑term financial goals. Strong expertise in Finance and Investments to guide clients in creating sustainable and strategic portfolios. Experience in Financial Advisory, including client relationship management, personalized financial solutions, and compliance with regulatory standards. Relevant financial qualifications or certifications (e.g., CFP, CPA) and a Bachelor's degree in Finance, Economics, or a related field. Excellent interpersonal and communication skills to effectively collaborate with clients and team members. Strong analytical mindset with attention to detail and a commitment to ethical financial practices. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Location Brisbane, Queensland, Australia #J-18808-Ljbffr
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Financial Advisor Melbourne Australia
vor 4 Wochen
City of Melbourne, Österreich International Financial Advisor Jobs VollzeitJoin to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Join to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Get AI-powered advice on this job and more exclusive features. Our client is seeking career driven individuals to join their Wealth Management...
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Senior Financial Advisor
vor 2 Wochen
City of Brisbane, Österreich One26 Financial Services Group Vollzeit1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from One26 Financial Services Group Company Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement...
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Senior Financial Advisor
Vor 6 Tagen
City of Brisbane, Österreich One26 Financial Services Group VollzeitA leading financial services group in Brisbane is seeking a Senior Financial Advisor to provide tailored financial advice to clients. The role requires expertise in financial planning and investments, focusing on helping clients achieve their financial goals through effective communication and relationship building. Candidates should have relevant...
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Senior Financial Advisor
vor 2 Wochen
City of Brisbane, Österreich One26 Financial Services Group VollzeitA financial services group in Brisbane is seeking a Senior Financial Advisor to provide tailored financial advice, focusing on financial planning and investments. You will evaluate client portfolios, develop strategies, and maintain strong relationships. The ideal candidate should have relevant financial qualifications and a strong expertise in finance. This...
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FINANCIAL ADVISOR AUSTRALIA
vor 3 Wochen
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitAbout the Role As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers. They are extending their team of experienced Financial Advisers based in Sydney, offering services for large and affluent expatriate communities....
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FINANCIAL ADVISOR AUSTRALIA
vor 7 Stunden
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitAbout the Role About the Role As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers. They are extending their team of experienced Financial Advisers based in Sydney, offering services for large and affluent...
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Expat Financial Advisor — UK Pensions
vor 7 Stunden
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitA leading investment firm in Australia seeks experienced Financial Advisers to join their team. The role involves providing retirement planning and investment advice to affluent expatriates, primarily focusing on UK pension transfers. Candidates should possess strong communication skills, a proven track record in business generation, and relevant financial...
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Senior Financial Advisor
vor 2 Wochen
Council of the City of Sydney, Österreich Sonas Wealth VollzeitSonas Wealth is a full‑service financial advice company focused on helping individuals take control of their finances, plan for the future, create wealth, and enjoy their desired lifestyle as early as possible. We tailor individual financial plans and ongoing education to enable clients to manage their own affairs while providing strategic advice and...
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Melville Associate Financial Advisor
vor 1 Woche
City Of Melville, Österreich Voya Financial Advisors VollzeitAs an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time. As a Voya Financial employee, you'll enjoy: A wide variety of career fields...
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Senior Financial Lines Claims Advisor
Vor 6 Tagen
City of Brisbane, Österreich WTW VollzeitA leading global insurance firm is seeking a full-time Senior Claims Advisor to join the Australian Claims Team. The successful candidate will manage financial lines insurance claims and provide technical advice and support. This role emphasizes strong client service and negotiation skills while collaborating with various stakeholders. Ideal applicants have...
