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Bendigo, Victoria, Australia beBeeCareer Full time $60,000 - $80,000Customer Advisor Role SummaryThis role offers a unique opportunity to make a real impact for customers and the community. As a Customer Advisor, you will be responsible for helping customers achieve their financial goals while providing excellent customer service.
Expert Financial Advisor Opportunities
2 weeks ago
We are seeking a seasoned professional to join our team as a Financial Planner. In this role, you will be responsible for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organisation. You will do this by proactively sourcing, engaging, and managing client referrals and key referral relationships.
To excel in this position, you must be RG146 Compliant and have passed the Adviser exam. Additionally, you should have completed an approved course in Australian Tax Law and Commercial Tax. A degree in finance or related field is highly desirable.
Key Responsibilities:
- Managing client relationships and providing expert financial advice
- Converting prospective clients and introducing new clients to the organisation
- Proactively sourcing and engaging with client referrals and key referral relationships
Requirements:
- RG146 Compliance
- Adviser exam completion
- Australian Tax Law and Commercial Tax courses
- Finance or related degree
Benefits:
- Opportunity to work with a leading wealth management and advice-driven organisation
- Permanent opportunities based in our Bridges office
- Chance to contribute to client experience and improvement initiatives
Why Work With Us:
- We help people feel good about their money
- We offer flexibility and plenty of opportunity for growth
- We celebrate individual differences and promote a positive work environment
