Expert Financial Planner

2 days ago


Gold Coast, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Comprehensive Financial Planning Advisor

Toro Wealth is seeking a seasoned financial advisor to join their team. The ideal candidate will provide independent financial planning advice to 55-65 year-olds, focusing on strategic guidance with minimal product recommendations.

This role offers a unique opportunity for an ambitious individual to work closely with the founders, contributing to the growth and development of their rapidly expanding business.

The successful candidate will be highly organized, process-driven, and able to build strong rapport with clients. A competitive salary (based on experience) and opportunities for advancement are available.

  • Working full-time from the office
  • Providing comprehensive independent financial planning advice over a multi-meeting engagement process
  • All leads generated for you, no ongoing client management
  • Independent product advice, largely comprising industry fund comparisons

Key qualifications include ASIC registration, a minimum of 3 years' experience as a practicing financial adviser, and a relevant university degree qualification. Excellent knowledge in superannuation, retirement planning, and SMSFs, as well as good knowledge of estate planning, trusts, and companies, are essential.

As a confident, educated, and knowledgeable individual who thrives in providing honest and conflict-free advice, you will excel in this position.



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