See more Collapse

Wealth Protection Advisor

2 months ago

Brisbane, Australia Vincents Chartered Accountants Full time

An opportunity exists to take on a role that has an existing personal insurance client base as well as a strong referral arrangement with a mid-tier accounting firm. This is an opportunity to drive and develop a business model within a well-resourced and strong cultured team, an opportunity to build your career.

**Our Firm**

Morgans is Australia’s largest and most credible national full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. Morgans Financial Limited **North Quay office** currently have a Wealth Protection Adviser opportunity within our Brisbane CBD office. The successful individual will work in a close knit financial advisory team.
- RG146 qualified / meet FASEA requirements
- Client service focused
- Self-motivated and ability to meet deadlines
- Sound problem solving skills
- Attention to detail
- Excellent personal time management
- Excellent relationship-building skills
- Excellent analytical skills
- Experience in personal risk advice
- Team focused
- Excellent written and verbal communication skills
- A growth and business mindset

**Some of your responsibilities will include, but not be limited to**:

- Client relationship management
- Undertake marketing and business development activities
- Maintain knowledge of markets, products and industry
- Incorporate relevant research into client interactions
- Provide recommendations to, and implement recommendations on behalf of, clients
- Observe compliance and regulatory standards
- Undertake cross-sell initiatives with clients where appropriate
- Contribute to financial budget and business development plans

**How to Apply

We have other current jobs related to this field that you can find below

  • Wealth Management

    2 months ago

    Brisbane, Australia Superior People Recruitment Full time

    We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. The roles will include the following responsibilities: - Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice...

  • Wealth Management

    3 weeks ago

    Brisbane, Australia Superior People Recruitment Full time

    We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. The roles will include the following responsibilities: - Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice...

  • Advisor (Revenue Protection)

    2 weeks ago

    Brisbane, Australia Transport and Main Roads Full time

    **Accountabilities include**: - Assist in the development and delivery of Revenue Protection projects such as Annual Planning, Working for Queensland (WFQ), People Pulse and Business Improvement projects. - Develop plans to manage and monitor project outcomes, using effective strategies to manage scope, risks, and issues to deliver tasks to required...

  • Wealth Management

    5 days ago

    Brisbane, Queensland, Australia Superior People Recruitment Full time

    We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses.The roles will include the following responsibilities:Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to...

  • Advisor (Revenue Protection)

    5 days ago

    Brisbane, Queensland, Australia Transport and Main Roads Full time

    Accountabilities include: Assist in the development and delivery of Revenue Protection projects such as Annual Planning, Working for Queensland (WFQ), People Pulse and Business Improvement projects. Develop plans to manage and monitor project outcomes, using effective strategies to manage scope, risks, and issues to deliver tasks to required timeframes....

  • Associate Financial Advisor

    5 days ago

    Brisbane, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

    An exciting opportunity has arisen for an Associate Advisor to join a dynamic and growing Wealth Management firm. This role offers a clear career path towards becoming a Financial Adviser within a supportive and collaborative workplace culture. The successful candidate will work closely with the Senior Financial Advisers, developing holistic strategies for...

  • Principal Intel Security Advisor

    5 days ago

    Brisbane, Queensland, Australia Suncorp Full time

    Security (Information & Communication Technology) Full time Competitive salary with bonus and great benefits Provide Cyber Security intelligence to the business for Threat Management Great culture, supportive leadership, and fantastic team environment Brisbane, Sydney, or Melbourne location with hybrid work model About the role The Principal Intel Security...

  • Project Advisor

    3 weeks ago

    Brisbane, Australia HopgoodGanim Full time

    We are seeking a Project Advisor to join our Effective Governance team in our Brisbane office. **31st May, 2024**: Effective Governance is the governance and risk advisory practice of HopgoodGanim Lawyers and specialise in providing advice to boards and executive teams across Australia and the Asia Pacific region to help them perform, achieve compliance and...

  • Project Advisor

    3 weeks ago

    Brisbane, Australia Hopgoodganim Full time

    Project Advisor **31st May, 2024** Effective Governance is the governance and risk advisory practice of HopgoodGanim Lawyers and specialise in providing advice to boards and executive teams across Australia and the Asia Pacific region to help them perform, achieve compliance and deliver good practice board and organisational governance. The team of...

  • Project Advisor

    5 days ago

    Brisbane, Queensland, Australia HopgoodGanim Full time

    We are seeking a Project Advisor to join our Effective Governance team in our Brisbane office. 31st May, 2024 Effective Governance is the governance and risk advisory practice of HopgoodGanim Lawyers and specialise in providing advice to boards and executive teams across Australia and the Asia Pacific region to help them perform, achieve compliance and...

  • Project Advisor

    5 days ago

    Brisbane, Queensland, Australia HopgoodGanim Full time

    We are seeking a Project Advisor to join our Effective Governance team in our Brisbane office.31st May, 2024:Effective Governance is the governance and risk advisory practice of HopgoodGanim Lawyers and specialise in providing advice to boards and executive teams across Australia and the Asia Pacific region to help them perform, achieve compliance and...

  • Customer Service Advisor

    5 days ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Customer Service Advisor **Join a supportive team in our Calamvale Branch** **Permanent full time position** **Customer service role working with the local community** **How will I help?** You'll be the face of St George - working in-branch to help our customers achieve their financial goals. How will you do it? By understanding their individual needs...

  • Personal Banking Advisor

    3 weeks ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Gladstone branch.**: - **Permanent full time position - 38 hours per week.**: - **Ongoing training and development available to grow your career.** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    2 months ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a supportive team in our Gladstone branch.**: - **Permanent full time position - 38 hours per week.**: - **Ongoing training and development available to grow your career.** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    1 week ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Permanent position at Westpac Gladstone branch.**: - **Part time position - 26.75 hours per week.**: - **Ongoing training and development available to grow your career.** **How will I help?** You'll be the face of Westpac - working in-branch to help our customers achieve their financial goals. How will you do it? By...

  • Personal Banking Advisor

    3 weeks ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Full time permanent opportunity available - 38 hours per week**: - **Customer service role working with the local community**: - **Keep taking your career up a notch at Westpac Southport** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal...

  • Personal Banking Advisor

    3 weeks ago

    Brisbane, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Full time permanent opportunity available - 38 hours per week**: - **Customer service role working with the local community**: - **Keep taking your career up a notch at Westpac Southport** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal...

  • project advisor

    5 days ago

    Brisbane, Queensland, Australia HopgoodGanim Lawyers Full time

    31st May, 2024 Effective Governance is the governance and risk advisory practice of HopgoodGanim Lawyers and specialise in providing advice to boards and executive teams across Australia and the Asia Pacific region to help them perform, achieve compliance and deliver good practice board and organisational governance. The team of governance advisors offer a...

  • Ao7 HR Advisor

    4 weeks ago

    Brisbane, Australia u&u Recruitment Partners Full time

    About the company This government department is known for the service they provide to their customers across Queensland. Due to internal movements, they are now seeking an experienced HR Advisor to join their team on a 12 month contract with the possibility of extension for a further 12 months. About the role Reporting to the HR Manager, you will be...

  • Financial Advisor

    5 days ago

    Brisbane, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

    An exciting career opportunity has arisen for a dedicated full-time Financial Advisor to join a thriving team within a leading private wealth advisory firm. This role offers the chance to contribute to the success of a genuinely client-centric organisation during a time of considerable business growth. As a Financial Advisor, you will play a pivotal role in...