Financial Services Advisors
1 week ago
Are you ready to embark on a rewarding career in banking and finance?
About the RoleAs a Personal Banking Advisor, you will play a key role in helping customers achieve their financial goals by providing expert advice and guidance. This customer-facing position involves building strong relationships with clients, understanding their needs, and delivering tailored solutions that meet their expectations.
What Skills Do You Need?To succeed in this role, you should possess excellent communication skills, be confident in your ability to build relationships, and have a keen eye for identifying opportunities to grow our business. Some experience in sales or customer service is highly desirable, as well as any knowledge of business or finance principles.
What Benefits Can You Expect?As a valued member of our team, you can look forward to a supportive and inclusive work environment that encourages continuous learning and growth. Our generous parental leave policy ensures that you can balance your work and personal life with confidence. Plus, you'll have the opportunity to work closely with us during an exciting period of transformation and contribute to driving the future of our business.
How Will You Thrive?With a fantastic team of passionate and knowledgeable people behind you, you'll be empowered to make a real difference in the lives of our customers. You'll enjoy the freedom to thrive and make decisions that drive success, all while enjoying a positive and respectful work environment.
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Financial Service Advisor
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People & Culture Advisor
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Melbourne, Victoria, Australia Latitude Financial Services Full timeJoin to apply for the People & Culture Advisor role at Latitude Financial Services. At Latitude, we make it possible – for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.to...
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People & Culture Advisor
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Melbourne, Victoria, Australia Latitude Financial Services Full timeJoin to apply for the People & Culture Advisor role at Latitude Financial Services.At Latitude, we make it possible – for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.to...
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Financial Planner
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Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
1 week ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Advisor
6 days ago
Melbourne, Victoria, Australia Thomas Frost Executive Full timeOverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...
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Financial Advisor
6 days ago
Melbourne, Victoria, Australia Thomas Frost Executive Full timeOverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...
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Financial Advisor
1 week ago
Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $110,000Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team.As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and support to clients across various industries. Your primary focus will be on delivering high-quality financial solutions that meet or exceed client expectations.The...
