Financial Advisor

1 week ago

Newcastle, New South Wales, Australia beBeeCustomer Full time $80,000 - $110,000

Key Responsibilities:

  • Deliver a superior customer experience by being attentive to customer transactional needs and expectations.
  • Educate customers on the optimal banking platforms aligned with their requirements.
  • Establish and maintain robust relationships with clients.
  • Analyze customer data and recommend customized solutions.
  • Achieve sales outcomes by providing contextual and integrated financial solutions to customers.

You will have access to:

  • Opportunities to develop relationships as part of a dynamic team environment.
  • A challenging working context
  • Personal and professional growth opportunities
  • Chances to impact a local market as a brand ambassador.

To succeed in this role, you should possess:

  • A customer-centric approach.
  • Persuasive selling skills.
  • The ability to comprehend rules in a regulated setting.
  • An agile and flexible mindset.
  • Strong communication and interpersonal skills.
  • A results-driven attitude with a passion for exceeding targets.
  • Excellent organizational skills and attention to detail.

NQF4 qualification or higher and 1-2 years' experience in Client Services Support and delivery are required.

  • Strategic Financial Advisor

    5 days ago

    Newcastle, New South Wales, Australia beBeeFinance Full time $147,873 - $157,957

    Finance Business Partner Job DescriptionThe Finance Business Partner is a key role in supporting the senior business stakeholders in redefining the finance function. As a trusted financial advisor, you will work closely with the business to operationalise insights and recommendations from finance and strategy teams.Key responsibilities include providing...

  • MFC Salaried Financial Advisor

    4 days ago

    Newcastle, New South Wales, Australia Bendigo Advertiser Full time

    Overview Join to apply for the MFC Salaried Financial Advisor (Talent Pool) role at Bendigo Advertiser. ResponsibilitiesProvides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. Customer Service: Provide a quality service to customers while...

  • MFC Salaried Financial Advisor

    4 days ago

    Newcastle, New South Wales, Australia Bendigo Advertiser Full time

    OverviewJoin to apply for the MFC Salaried Financial Advisor (Talent Pool) role at Bendigo Advertiser.ResponsibilitiesProvides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.Customer Service: Provide a quality service to customers while identifying...

  • Highly Skilled Financial Services Advisor Wanted

    1 week ago

    Newcastle, New South Wales, Australia beBeeFinancial Full time $97,000 - $100,000

    Financial Services Advisor RoleWe are seeking a skilled Financial Services Advisor to provide expert advice on a range of products to allocated markets and achieve results through their own efforts.Main ResponsibilitiesDeliver high-quality services to customers, identifying opportunities for new business or customer retention.Analyze specific problems and...

  • Customer Advisor

    1 week ago

    Newcastle, New South Wales, Australia Nab - National Australia Bank Full time

    **Work type**: Permanent Part time**Region**: NSW- Newcastle & mid coast region- **Tuggerah Location**:- **3 days per week**:- **Monday to Wednesday 9am to 4.30pm**:- **Make a real difference for our customers and communities**:- **Be rewarded and recognised for the value you bring****It's more than a career at NAB. It's about more opportunity, more moments...

  • Customer Advisor, Leave

    1 week ago

    Newcastle, New South Wales, Australia Nab Full time

    Customer Advisor, Leave & Relief - Hunter Valley NSW- Job number: 797594- Primary position location: NSW- Newcastle & mid coast region, ACT, Australia- Category: Banking & Financial Services- Category: Retail/Consumer- Work type: Permanent Part time- Opening at: Jan 1 2025 at 06:00 AEDT- Closing at: Jan 15 2025 at 23:55 AEDT**Favourite****Customer...

  • Risk Insurance Advisor

    6 days ago

    Newcastle, New South Wales, Australia PERSOL APAC Full time

    OverviewPERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a client-focused role where your expertise will directly support individuals in protecting their financial future.With a strong presence across NSW, Brisbane and...

  • Risk Insurance Advisor

    6 days ago

    Newcastle, New South Wales, Australia PERSOL APAC Full time

    Overview PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a client-focused role where your expertise will directly support individuals in protecting their financial future. With a strong presence across NSW, Brisbane and...

  • Expert Financial Advisor

    5 days ago

    Newcastle, New South Wales, Australia beBeeAccountant Full time $50,000 - $80,000

    Graduate Accountant RoleThis position focuses on ensuring compliance with tax regulations, financial management, and providing expert advice to stakeholders. Key aspects include preparing and reviewing financial reports, managing accounting systems, and providing guidance on financial matters.Key Responsibilities:Prepare accurate financial statements and...

  • Customer Advisor

    3 days ago

    Newcastle, New South Wales, Australia Nab - National Australia Bank Full time

    **Work type**: Permanent Full time**Region**: NSW- Newcastle & mid coast region- Recognised as a top #3 employer on the 2022 LinkedIn Top Companies list to grow your career.- Make a real difference for our customers and communities- Be rewarded and recognised for the value you bring**It's more than a career at NAB. It's about more opportunity, more moments...