Senior Financial Advisor | Existing Clients and Future Partnership
vor 2 Wochen
Senior Financial Advisor | Existing Clients and Future Partnership $120,000 – $150,000 per year + superannuation An outstanding opportunity now exists for an experienced financial advisor to join this highly regarded and growing financial services firm in the south/east suburbs of Melbourne to service an existing book of clients and further grow this. This is an established and impressive financial planning and accounting business that is dedicated to provision of exceptional client service and tailored financial advice. It is well resourced with excellent support and back-end processes in addition to offering a highly flexible work environment and a great team culture. This business provides quality holistic advice to its growing clientele and the opportunity now exists for a financial planner to take over an existing book of clients and further grow this through new business avenues such as internal referrals and your own network. The ideal candidate will be able to demonstrate strong business acumen and relationship building skills, a forward thinking approach and drive for success, and an excellent track record in client retention and servicing. We are looking for a long term, passionate financial advisor who is looking to be a part of a growing business and contribute to its ongoing successes. Based in Melbourne's outer south/east suburbs, this opportunity might suit someone looking to work closer to home with an exceptional group. Key Requirements Relevant Bachelors Degree in Financial Planning or similar discipline Meet appropriate FASEA requirements Minimum 4+ years experience as a financial planner providing face to face holistic advice Exceptional client relationship and rapport building capabilities Experience across superannuation, retirement planning, investments, SMSF and ideally aged care Diverse industry and product knowledge Well versed in provision of quality, comprehensive advice Growth mindset - business and personal - future partnership opportunity In turn, this opportunity will see you become an integral part of the business and be rewarded with excellent earning potential, a highly flexible work environment, and future partnership possibility Your application will include the following questions: How many years' experience do you have as a financial adviser? Which of the following statements best describes your right to work in Australia? How many years' experience do you have in wealth management? #J-18808-Ljbffr
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Senior Financial Advisor
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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 Planner — Flexible Hours
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Senior Financial Advisor
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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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City Of Rockingham, Österreich at VollzeitA financial services firm in Rockingham is seeking a full-time Financial Advisor to manage an existing client portfolio and provide tailored financial planning services. The successful candidate will have 3-5 years of experience as a Financial Advisor and full compliance with FASEA standards. This role offers the benefit of steady internal leads to grow the...
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Financial Advisor: Retirement Counseling
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City Of Melville, Österreich Voya Financial Advisors VollzeitA leading financial services firm in Australia is seeking a Junior Financial Advisor to work in the K-12 market. The role involves managing 403(b) enrollments and providing retirement counseling. Qualified candidates should have a strong understanding of defined contribution plans and possess necessary securities registrations. The position offers...
