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Career Growth Opportunities
2 weeks ago
About the Role:
This is an exciting opportunity for a seasoned financial professional to join a reputable organization in Brisbane. We offer comprehensive financial guidance to a diverse client base.
Why This Opportunity?
This role is ideal for an expert with 3+ years of experience looking to develop their career in a dynamic environment that is going through an exciting period of growth.
What We Offer:
- A substantial existing client portfolio
- New client referrals provided
- Opportunity to grow and acquire new business
- Streamlined processes and full back-office support
- Competitive compensation package
Key Responsibilities:
- Manage a diverse client portfolio
- Receive new client referrals and onboard new business
- Provide holistic advice on superannuation, personal insurance, and investments
- Deliver exceptional client service
- Adhere to all regulatory requirements
- Collaborate with paraplanning and admin staff
Requirements:
- Completed FASEA educational requirements
- 3+ years of experience as an authorized financial advisor
- Experience providing advice on superannuation, personal insurance, and investments
- Confident handling referrals and onboarding new clients
- Well-presented and excellent communication skills
- Ability to work in a fast-paced environment
Compensation structure is negotiable based on experience.
