Career Development Financial Advisor Position

4 days ago


Brisbane, Queensland, Australia beBeeInvestment Full time $90,000 - $120,000
Financial Career Advancement Opportunity

As a highly skilled and experienced financial advisor, this role presents an exceptional chance to grow your career in a dynamic business environment. Our organization offers comprehensive financial advice to a diverse clientele, providing a platform for professional growth and development.

  • This is a fantastic opportunity for a seasoned financial advisor seeking to elevate their career in a well-established business in the Brisbane CBD.

Key Responsibilities:

  • Manage an existing portfolio of clients
  • Onboard new clients and receive new leads
  • Deliver holistic financial advice focusing on superannuation, personal insurance, and investments
  • Provide exceptional client service
  • Maintain compliance requirements
  • Collaborate with paraplanning and administrative staff

Essential Skills and Qualifications:

  • Completed FASEA educational requirements
  • Minimum 3 years of experience as an authorized financial advisor
  • Experience providing advice on superannuation, personal insurance, and investments
  • Confident handling leads and onboarding new clients
  • Excellent communication and presentation skills
  • Able to thrive in a fast-paced environment

Benefits:

  • Existing client portfolio
  • New client leads provided
  • Opportunities for career growth and professional development
  • Competitive bonus structure


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