
Financial Services Advisor
2 weeks ago
As a Mortgage Loan Associate, you will be responsible for providing exceptional customer experiences by working with customers to meet their end-to-end banking needs.
Whether you're guiding first-time home buyers or supporting seasoned investors, you will play an integral part in helping our customers through the lending journey and driving growth.
- Develop a pipeline of lending leads and nurture these relationships throughout the buying journey using our CRM system.
- Guide customers through the lending process, ensuring they have peace of mind that we're here to help them achieve their goals.
- Utilize credit analysis expertise and understanding customer needs to ensure positive lending outcomes for all.
- Build strong relationships with the community, branch, and Branch Manager to deliver effective lending outcomes for customers.
- Embrace lifelong learning and professional development opportunities to enhance career growth.
- Foster connections with colleagues and customers, promoting a culture of inclusivity and teamwork.
- Extensive experience in customer service or sales.
- High level of understanding of lending products, policies, and regulations.
- Ability to build relationships and rapport with customers and colleagues quickly.
- Highly developed credit analysis skills.
- Understanding of small business offerings and consumer lending experience.
- Opportunity to make a significant impact on customers' lives and communities.
- Diverse and inclusive work environment that values employee growth and development.
- Flexible work arrangements and access to training and development programs.
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Tax Advisor
2 weeks ago
Brisbane, Queensland, Australia Sequoia Financial Group Full timeJoin to apply for theTax Advisorrole atSequoia Financial GroupSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of...
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Advisor Asset Services
1 week ago
Brisbane, Queensland, Australia Queensland Corrective Services Full timeWe are seeking an innovative, contemporary-thinking Advisor who can formulate the multi-disciplinary work streams that will inform and manage our diverse, high investment asset portfolio. The Advisor, Asset Services provides business support and quality advice to resolve day to day activities and arising issues. This busy 'allrounder' role will require high...
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Financial Advisor
15 hours ago
Brisbane, Queensland, Australia Veteran Financial Connect Full time $60,000 - $80,000 per yearWe are looking for a financial adviser to deliver predominantly one off appointments with our clients, on a contract basis for approx 20 hours per week.It can be for someone who isn't wanting full-time work, or something else on the sideResponsibilitiesProvide financial planning support to clientsSupporting clients to provide one off advice...
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Strategic Financial Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeeFinancial Full time $85,000 - $140,000Job Title: Strategic Financial AdvisorKey Responsibilities:We seek a highly skilled financial advisor to join our team. Key responsibilities include preparing comprehensive financial statements and ITRs for individuals, partnerships, companies, and trusts.Required Skills and Qualifications:The ideal candidate will have a strong understanding of taxation laws...
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Financial Planning Assistant
2 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeFinancial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...
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Strategic Financial Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeeFinancial Full time $129,323 - $139,459Job Title: Strategic Financial AdvisorWe are seeking a highly skilled Strategic Financial Advisor to join our team. As a key member of our finance department, you will play a pivotal role in shaping the financial sustainability and strategic direction of our organization.Main Responsibilities:Partner with executive teams to deliver strategic financial advice...
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Financial Performance Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeefinancial Full time $120,000 - $160,000Job Title: Financial Performance AdvisorWe are seeking a highly skilled Finance Business Partner to provide strategic financial insights and support our organization's financial performance. This role involves providing data-driven recommendations, ensuring data integrity, and delivering accurate financial reports.The ideal candidate will have strong...
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Senior Financial Growth Advisor
1 week ago
Brisbane, Queensland, Australia beBeeGrowth Full time $100,000 - $150,000Financial Growth PartnerWe are seeking a dynamic professional to join our team in a key role that drives growth and success in financial services.This position focuses on developing strong relationships with new clients, guiding them through the financial advice process, and helping them achieve their long-term goals.You will play a critical role in...
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Career Development Financial Advisor Position
2 weeks ago
Brisbane, Queensland, Australia beBeeInvestment Full time $90,000 - $120,000Financial Career Advancement OpportunityAs a highly skilled and experienced financial advisor, this role presents an exceptional chance to grow your career in a dynamic business environment. Our organization offers comprehensive financial advice to a diverse clientele, providing a platform for professional growth and development.This is a fantastic...
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Customer Financial Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeeEmpathy Full time $60,000 - $90,000About this role:As a key advisor in financial management, you will play a pivotal part in empowering individuals to navigate their financial affairs.You will be the primary point of contact for customers requiring assistance with their finances and their support networks, providing vital support through inbound calls, preparing internal and external...