Strategic Financial Advisor
1 week ago
We are a respected financial institution committed to transforming lives through innovative financial solutions and education. Our team is looking for a Strategic Financial Advisor to join our Gold Coast branch and contribute to our mission.
Your RoleAs a Strategic Financial Advisor, you will redefine client expectations by crafting bespoke financial strategies tailored to their unique needs and objectives. You will work closely with clients to understand their goals and constraints, develop customised plans, and provide exceptional customer service.
Our Team CultureWe pride ourselves on creating a supportive and inclusive workplace that fosters strong relationships and promotes growth. Our team members enjoy access to training and development opportunities, a competitive salary and benefits package, and a collaborative environment that encourages innovation and creativity.
Key QualificationsTo succeed in this role, you should possess:
- A Cert IV in Financial Services, Mortgage Broking, or a Diploma in Financial Services, Mortgage Broking
- FBAA/MFAA Accreditation and clear Police & Credit Report
- 2-3 years of industry experience and accreditations with lenders as required
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