Financial Advisor
1 week ago
As a financial advisor, you will be responsible for delivering high-quality, personalized financial planning solutions to clients. You will work closely with senior advisors to gain hands-on experience and develop your skills in financial modeling and client engagement.
Responsibilities- Manage initial client contact and attend meetings with senior advisors.
- Prepare detailed file notes and action items post-meeting.
- Assist in developing strategies and liaise with external experts to prepare quality financial advice documents.
- Coordinate research, modeling, and calculations to support advice preparation.
- Ensure optimal client outcomes through close collaboration with senior advisors and the Client Services team.
- A minimum of 2 years' experience in the financial services industry.
- RG146 qualification or working towards it.
- Excellent communication and time management skills.
- A proactive attitude and problem-solving mindset.
- Advanced proficiency in Microsoft Office suite (Word, Excel, Outlook).
- A clear pathway to becoming a qualified financial advisor.
- Dedicated coaching and support from senior advisors.
- A people-first culture designed for growth and development.
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Associate Financial Advisor
6 days ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
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Associate Financial Advisor
2 weeks ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
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Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
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Client Service Associate
2 weeks ago
Perth, Western Australia Kestra Financial Independent Advisor Full timeSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time.This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and ResponsibilitiesAssist in...
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Client Service Associate
3 weeks ago
Perth, Western Australia Kestra Financial Independent Advisor Full timeSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities- Assist...
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Financial Advisor
2 weeks ago
Perth, Western Australia Department of Defence Full time $90,000 - $120,000 per yearThe RoleDefence Finance Group (DFG) is seeking experienced and enthusiastic finance professionals to join the Navy finance team for a current vacancies in, WA, Sydney, Adelaide and Canberra, ACT. The APS 6 Finance Advisor is a customer facing role who will guide a small and dynamic team in the provision of strategic financial advice to key clients, both...
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Leading Financial Advisor
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Experienced Financial Advisor
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Perth, Western Australia beBeeProfessional Full time $60,000 - $80,000Seeking Experienced ProfessionalJob DescriptionWe are looking for an experienced professional to join our team as a Financial Advisor Associate. The successful candidate will be responsible for supporting senior advisors with client meetings and preparation of critical advice.Key Responsibilities:Support Senior Advisers: Collaborate with senior financial...
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Strategic Financial Advisor
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Perth, Western Australia beBeeFinancial Full time $180,000At our organisation, we are seeking a high-calibre individual to fill the role of Strategic Financial Advisor.Job DescriptionThis exciting opportunity involves providing expert financial guidance to support strategic decision-making and drive business outcomes. As a key member of our team, you will be responsible for developing and managing budgets,...
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Financial Advisor
1 week ago
Perth, Western Australia beBeeFinance Full time $90,000 - $110,000As a seasoned Financial Advisor, you will play a pivotal role in helping individuals and businesses secure tailored financing solutions. This dynamic career pathway offers a unique blend of finance, client relations, and market analysis.Main Responsibilities:Clients AssessmentLoan Product RecommendationLoan Application PreparationLender Relationship...
