Financial Advisor Role

3 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $150,000
Job Role Overview

This is an exciting opportunity for an experienced financial advisor to make a real impact in customers' lives.

NobleOak is a high-growth challenger brand that puts the client at the centre of its business operations.

Main Responsibilities
  • Coach customers using statements of advice generated from the platform, helping them to follow their strategic plan and achieve their financial goals.
  • Utilise previous experience in financial planning to enhance the delivery of the Wealth Maximiser service, improve materials, and provide positive customer interactions that educate and empower customers.
  • Collaborate with the dynamic team to drive customer satisfaction and loyalty.
Key Skills and Qualifications
  • Authorised representative of NobleOak.
  • Compliance with FASEA requirements.
  • Authorised to provide tax advice.
  • 10+ years in advising retail clients.
  • Willingness to comply with CPD requirements.
  • Strong customer management skills.
  • Strong presentation and communication skills (verbal and written).
Working Arrangements

The successful candidate will be required to attend occasional internal meetings, trainings, and other opportunities at our Sydney office.

Achieve Results by Making a Real Impact in Customers' Lives.

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