Expert Financial Guidance Specialist

Job Title: Financial Guidance Specialist", "Key Responsibilities:", "• Provide expert financial guidance to members, ensuring they receive the right advice at the right time.", "• Triage member requirements and determine suitable advice pathways.", "• Coordinate the entire advice journey from initial inquiry through to implementation.", "Required...

Financial Guidance ServicesAbout the Role:We're seeking a seasoned professional to deliver expert financial guidance and support to our customers. As a key member of our team, you'll play a pivotal role in helping individuals achieve their financial objectives and make the most of their money.Key Responsibilities:Engage with customers through face-to-face...

Home Lending SpecialistAustralian homeowners and first-home buyers are looking for experts in the mortgage industry who can provide personalized guidance and support throughout their home buying journey. As a Home Lending Specialist, you will have the opportunity to work with a diverse range of clients, providing tailored advice on home loan options,...

Job OverviewWe seek a professional to connect members with life-changing financial guidance, bridging the gap between members and our expert planners.This vital role ensures that members receive the right advice at the right time.The OpportunityReceive and triage member requests through our Service Excellence CentreDetermine appropriate advice types and...

As a Customer Advisor, you'll be the first point of contact for customers seeking support and guidance. This fast-paced role will challenge you to help individuals achieve their financial goals by educating them on digital literacy and online banking.About the RoleYou'll utilize your expertise to provide exceptional customer service, answering questions and...

Key RoleWe offer expert financial guidance for a fulfilling career in retirement planning, superannuation and Centrelink advice.This is an excellent opportunity for a relationship-driven professional who enjoys guiding clients through complex financial decisions.ResponsibilitiesDeliver holistic financial advice across superannuation, retirement planning,...

Financial Guidance RoleOur purpose is to simplify financial complexities for clients, enabling them to focus on their priorities. With a profound understanding of the unique financial challenges and opportunities faced by those in education and public sectors, we provide objective, strategic, and client-centric advice.About the PositionWe are seeking a...

OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...

Financial SpecialistThe role of the Financials Functional specialist is to provide expert level advice, guidance and consulting services to a SaaS customer base. You will serve as a product specialist and adviser on Financials Cloud and collaborate with other teams as needed to deliver the desired outcome for our customers.- Provide strategic advice to our...

Student Career Guidance SpecialistWe are seeking a skilled and dedicated professional to provide expert career guidance to our students. The ideal candidate will have a strong understanding of educational pathways and be able to communicate effectively with students, parents, and staff.The successful applicant will play a crucial role in helping students...