Senior Virtual Finance Strategist

6 days ago


Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Job Overview

Infinity Financial Consultants is a forward-thinking team of professionals who combine deep expertise in accounting, financial planning, and lending with a relentless focus on technology, innovation, and client experience.

We are seeking a highly experienced Virtual Adviser to deliver exceptional financial advice through our Online Advice Meeting platform.

  • Engage with clients virtually, understanding their financial goals, and provide tailored strategies that support their long-term success.
  • Conduct online client meetings to provide high-quality financial advice across areas such as investments, superannuation, retirement planning, and wealth management.
  • Build and maintain strong, trusted client relationships through clear communication and ongoing support.

The ideal candidate will have a minimum 5+ years of experience as a Financial Adviser or similar client-facing advice role. They must meet FASEA standards and hold current ASIC registration (or equivalent licensing requirements).



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