Expert Virtual Financial Consultant
2 weeks ago
Deliver exceptional financial advice through our innovative online platform. Engage with clients virtually, understand their goals, and provide tailored strategies for long-term success.
About the OpportunityWe're seeking a senior adviser with strong client relationship skills who thrives in a digital-first environment. You will be responsible for conducting online client meetings, building trusted relationships, and providing high-quality financial advice across areas such as investments, superannuation, retirement planning, and wealth management.
Required Skills and Qualifications- 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.
- Strong understanding of financial planning strategies, regulatory requirements, and compliance standards.
- Relevant tertiary qualifications in Financial Planning, Business, or related discipline.
Supportive team culture, career advancement opportunities, impactful work, competitive rewards, and flexible arrangements are all part of this exciting opportunity.
What We OfferJoin a progressive team delivering advice in an innovative virtual-first model. Work with a supportive, client-focused team in a flexible and collaborative environment. Opportunities for professional growth and to work with a diverse client base are also available.
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