Expert Virtual Finance Guidance Professional

2 days ago

Brisbane, Queensland, Australia beBeeAdviser Full time $100,000 - $150,000

We're seeking an experienced Virtual Adviser to provide exceptional financial guidance through our cutting-edge online advice platform.

This senior role requires a strong client relationship skillset, with the ability to thrive in a digital-first environment while maintaining a personalized, professional client experience.

  • You will engage with clients virtually, understand their financial goals, and provide tailored strategies for long-term success.

The ideal candidate will have a proven track record of delivering compliant, high-quality financial advice and strong client outcomes.

Key responsibilities include:

  • Conducting online client meetings to provide expert financial guidance.
  • Building and maintaining strong, trusted client relationships through clear communication and ongoing support.
  • Collaborating with team members to deliver seamless advice outcomes.
  • Staying updated on financial regulations, market developments, and compliance requirements.

We offer a competitive salary package with performance-based incentives, as well as opportunities for professional growth and working with a diverse client base.

In this role, you will have the chance to work with a supportive, client-focused team in a flexible and collaborative environment.

Requirements:

  • Minimum 5+ years of experience as a Financial Adviser or similar client-facing advice role.
  • Based in Gold Coast or Bowen Hills, with flexibility to operate in a virtual environment.
  • Proven track record of delivering compliant, high-quality financial advice and strong client outcomes.
  • Excellent communication and interpersonal skills, with the ability to engage and influence clients in a virtual setting.

What We Offer:

  • A progressive team delivering advice in an innovative virtual-first model.
  • A supportive, client-focused team in a flexible and collaborative environment.
  • Opportunities for professional growth and working with a diverse client base.
  • A competitive salary package with performance-based incentives.

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