Financial Investment Advisor

24 hours ago

Sydney, New South Wales, Australia Doo Group Full time
Overview

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group provides clients with comprehensive products and services worldwide. We are expanding globally and seeking talented individuals to support our strategic goals and initiatives.



About the Role

We are currently seeking a motivated and qualified Financial Investment Advisor to join our growing team in Sydney. This role is ideal for an experienced financial professional who thrives in a dynamic, client-centric environment and is passionate about helping clients achieve their investment goals through tailored financial advice.



Responsibilities
  • Provide compliant, high-quality financial advice to retail and wholesale clients across a range of investment products (e.g. equities, funds, ETFs, derivatives).
  • Conduct client discovery meetings to assess financial objectives, risk tolerance, and investment preferences.
  • Prepare and present Statements of Advice and tailored investment proposals.
  • Build and manage long-term client relationships through regular portfolio reviews and performance reporting.
  • Monitor market trends and regulatory changes to ensure best-practice advice and strategy.
  • Collaborate closely with internal departments including compliance, trading, and product development.
  • Ensure adherence to ASIC regulations and internal compliance frameworks at all times.


Qualifications
  • Bachelor's degree or higher in Finance, Economics, Insurance or a closely related discipline
  • At least 3 years' experience advising retail and/or wholesale clients on multi-asset portfolios
  • ASIC RG 146 accreditation (General and Personal Advice) with demonstrated application in practice
  • Strong understanding of international financial markets, investment products, and portfolio management principles.
  • Proven ability to build client relationships and maintain high ethical standards.
  • Excellent communication and interpersonal skills.
  • Mandarin or other Asian language skills highly regarded but not essential.
  • Experience with international client base is a plus.


What we offer
  • Competitive base salary plus performance-based incentives.
  • Access to a broad suite of global financial products and institutional-grade platforms.
  • Supportive compliance and back-office team.
  • Hybrid working environment (remote + Chatswood office).
  • Career development opportunities within a rapidly expanding global financial group.
  • Multicultural team and inclusive work culture.


Life at DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you\'ll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.



Apply now and be part of our success story



Job details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance
#J-18808-Ljbffr

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...

  • Financial Planner – SW Sydney

    2 days ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Investment Advisor

    1 day ago

    Sydney, New South Wales, Australia Doo Group Full time

    OverviewDoo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group provides clients with comprehensive products and services worldwide. We are...

  • Strategic Investment Advisor

    3 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $250,000 - $350,000

    Strategic Investment AdvisorAbout the Opportunity:We are seeking an experienced investment professional to join our team as a Strategic Investment Advisor. In this key role, you will play a critical part in helping our clients achieve their strategic objectives in the renewable energy sector.This is a unique opportunity for an ambitious and driven individual...

  • Financial Advisor Australia

    3 weeks ago

    Sydney, New South Wales, Australia Ifa Jobs Full time

    Join to apply for the Financial Advisor Australia role at International Financial Advisor Jobs1 month ago Be among the first 25 applicants Join to apply for the Financial Advisor Australia role at International Financial Advisor Jobs Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    About the job Independent Financial Advisor - Sydney Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent...

  • Investment Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Stockspot Full time $90,000 - $120,000 per year

    About usAt Stockspot, we are on a mission to help people invest in a way that is easy, safe & consistent so that they feel confident to achieve their financial dreams. We do this by providing low cost automated financial advice through a digital product that is continuously rated by our clients as easy and simple to use.Stockspot currently manages over $1...

  • Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia deVere Australia Full time

    1 day ago Be among the first 25 applicantsThis is an opportunity to be based remote from Sydney or in our Newcastle office working with some of our TOP teams in the company.We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge. You will be trained up to hit the ground running in the Wealth...

  • Financial Advisor

    3 weeks ago

    Sydney, New South Wales, Australia deVere Australia Full time

    1 day ago Be among the first 25 applicantsThis is an opportunity to be based remote from Sydney or in our Newcastle office working with some of our TOP teams in the company.We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge. You will be trained up to hit the ground running in the Wealth...

  • Urgent Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...