
Senior Financial Strategist Position
10 hours ago
About the Role:
This is a compelling opportunity for an accomplished financial strategist to join a dynamic business in Brisbane, delivering comprehensive financial guidance to a diverse client base.
The ideal candidate will have 3+ years of experience and be looking to advance their career in a growing organisation with opportunities to develop skills and expertise.
- Manage an existing client portfolio and onboard new clients
- Provide expert advice on superannuation, personal insurance, and investments
- Collaborate with paraplanning and admin staff to deliver exceptional client service
Key Requirements:
- Completed FASEA educational requirements
- 3+ years experience as an authorised financial adviser
- Proven track record of delivering high-quality advice and building strong client relationships
Benefits Include:
- Substantial existing client portfolio
- Opportunities for growth and professional development
- Competitive remuneration package
If you are a motivated and experienced financial strategist seeking a new challenge, please apply via this advertisement or contact us directly.
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