Financial Expert for Virtual Client Engagement
2 days ago
We are seeking a highly experienced Financial Expert to deliver exceptional client service through our virtual advice platform. This role is ideal for a senior professional with strong relationship-building skills who thrives in a digital-first environment.
Key Responsibilities- Engage with clients virtually, understanding their financial goals and providing tailored strategies that support their long-term success.
- Collaborate with cross-functional teams to deliver seamless advice outcomes.
- Stay updated on industry developments and regulatory requirements to ensure best-practice advice delivery.
- Minimum 5+ years of experience as a Financial Adviser or similar client-facing advice role.
- Relevant tertiary qualifications in Financial Planning, Business, or related discipline.
- Strong understanding of financial planning strategies, regulatory requirements, and compliance standards.
- Excellent communication and interpersonal skills, with the ability to engage and influence clients in a virtual setting.
- Be part of 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.
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Brisbane, Queensland, Australia beBeeAdviser Full time $100,000 - $150,000We're seeking an experienced Virtual Adviser to provide exceptional financial guidance through our cutting-edge online advice platform.This senior role requires a strong client relationship skillset, with the ability to thrive in a digital-first environment while maintaining a personalized, professional client experience.You will engage with clients...
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Brisbane, Queensland, Australia at Full timeDive into a role that transcends the ordinary. Infinity Financial Consultants isn't just another firm; we're a beacon of innovation in financial services, committed to memorable client experiences. If you're motivated by a role that values your diverse skills and offers growth opportunities, your journey with us begins now.About UsAt Infinity Financial...
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Brisbane, Queensland, Australia at Full timeDive into a role that transcends the ordinary. Infinity Financial Consultants isn't just another firm; we're a beacon of innovation in financial services, committed to memorable client experiences. If you're motivated by a role that values your diverse skills and offers growth opportunities, your journey with us begins now.About UsAt Infinity Financial...
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