
Expert Financial Advisor
6 days ago
About the Opportunity
This is a valuable chance for an experienced financial professional to join a leading organization in Brisbane. The company provides comprehensive financial services to a diverse client base.
The Ideal Candidate
We are looking for a specialist with 3+ years of experience who wants to develop their career in a dynamic business that is experiencing rapid growth.
Duties and Responsibilities
- Manage an existing portfolio
- Receive new client referrals and onboard new business
- Provide expert advice on superannuation, personal insurance, and investments
- Deliver exceptional client service
- Adhere to all regulatory requirements
- Collaborate with paraplanning and administrative staff
Requirements
- Completed FASEA educational requirements
- 3+ years of experience as a licensed financial specialist
- Experience providing advice on superannuation, personal insurance, and investments
- Confident handling of referrals and onboarding new clients
- Excellent communication skills
- Able to work in a fast-paced environment
What We Offer
Flexible compensation package based on experience.
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