Financial Adviser

2 weeks ago

Brisbane, Australia PictureWealth Full time

**Exciting career opportunities for Financial Advisers**:

- ** Flexible work locations: Remote, Gold Coast, Brisbane, and Perth**:

- ** Full-time roles available with attractive benefits**

**About Us**

At PictureWealth, we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering “**More Advice to More Australians**”, making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Brisbane CBD, Gold Coast, Adelaide, and Perth, we specialise in delivering best-in-class financial outcomes tailored to our clients’ unique goals.

Our team of talented specialists and experienced planners works seamlessly to provide high-quality advice and exceptional client service. We strive to provide practical financial solutions that empower individuals to make informed decisions and confidently navigate their financial journey.

**About the role**

We’re experiencing rapid growth and are looking for Financial Advisers who are passionate about delivering client-focused service at the highest standard.

Our streamlined model enables you to focus on providing quality advice, while our professional support team handles compliance and administration. This is an opportunity to thrive in a client-centric, technology-driven environment.

**Key responsibilities will include**:

- Providing phone-based advice, allowing our clients to access the benefits of our services from the comfort of their own home and with mínimal interruption to their day
- Responsible for reviewing and providing financial advice to clients which have been with us for at least 12 months, with a focus on superannuation, insurance and retirement planning
- Completing annual reviews with clients, including a review of their superannuation, personal insurances and retirement planning needs
- Ensuring Statement of Advice documents being sent to clients are compliant and contain up to date information relevant to the client
- Manage new client portfolios and build new client relationships
- Providing ad hoc advice on superannuation, insurances; estate and retirement planning
- Assist a team of Associate Advisers by providing professional guidance and skilled mentorship

**The successful applicant**:

- Currently authorised as a financial planner and listed on Financial Adviser Register
- FASEA approved and qualifications
- Minimum 3 years’ experience in Financial Planning
- Highly professional, excellent oral and written communication skills
- High attention to detail, supported by a solid technical background
- Provide outstanding service while building rapport with clients
- Committed and dedicated to our clients and thrive to help them achieve their financial goals.
- Knowledge of retirement planning and insurance

**Why join us?**
- Competitive salary package
- Excellent office locations: Brisbane - Short walk from Central Station; Gold Coast - Short walk from Broadbeach North Station; Perth - Short walk from Perth Underground Station.
- Flexible working arrangements, including remote options.
- Extensive resources, training, and development opportunities.
- A modern workplace that embraces technology and innovation.
- Perks like free coffee, snacks, and regular social events.
- Be part of a collaborative, growing team where your contributions are valued.

Role Type

Array - Permanent - Full-time - Mid-level Senior

  • Financial Adviser

    1 week ago

    Brisbane, Australia Australian Retirement Trust Full time

    **Take hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser. If you’re a good fit for this role and live in Brisbane, Sydney or Perth, we’d love you to apply.** **Why join us?** - You'll get 14% super as standard, to help your future come alive. - Unleash your potential and build a career to be proud of through...

  • Financial Adviser

    7 days ago

    Brisbane, Queensland, Australia Australian Retirement Trust Full time $90,000 - $120,000 per year

    Take hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser.  If you're a good fit for this role and live in Brisbane, Sydney or Perth, we'd love you to apply.Why join us?You'll get 14% super as standard, to help your future come alive.Unleash your potential and build a career to be proud of through excellent training and...

  • Financial Adviser

    1 week ago

    Brisbane, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Picturewealth Full time

    **Exciting career opportunities for Financial Advisers**:- ** Flexible work locations: Remote, Gold Coast, Brisbane, and Perth**:- ** Full-time roles available with attractive benefits****About Us**At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on...

  • Financial Adviser

    1 week ago

    Brisbane, Queensland, Australia PictureWealth Full time $104,000 - $130,878 per year

    Exciting career opportunities for Financial AdvisersFlexible work locations: Remote, Gold Coast, Brisbane, and PerthFull-time roles available with attractive benefitsAbout UsAt PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to...

  • Financial Adviser

    1 week ago

    Brisbane, Australia Australian Retirement Trust Full time

    **A fantastic opportunity exists to join our Advice Delivery team as a Financial Adviser - Intrafund! We now have multiple fulltime permanent vacancies!** **Why join us?** - State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage...

  • Financial Adviser

    1 week ago

    Brisbane, Australia Australian Retirement Trust Full time

    **We are now looking for multiple **Financial Advisers in Brisbane, Sydney and Melbourne to join our wonderful Advice and Guidance team!** **Why join us?** - We’re hybrid by default with a mature outlook on flexible work arrangements so you can truly balance work and whatever else is important to you. - When you are in one of our brand-new offices, you...

  • Financial Adviser

    3 days ago

    Brisbane, Queensland, Australia Bentley Full time $90,000 - $120,000 per year

    Join One of Australia's Top Workplaces as an Aged Care Financial Adviser Are you ready to work for a financial planning business recognised as one of Australia's Top 30 Best Places to Work 2024. I have an exciting opportunity for an experienced Aged Care Financial Adviser to join a vibrant team in a full-time capacity. This is your chance to work with...

  • Associate Financial Adviser

    3 weeks ago

    Brisbane, Queensland, Australia At Full time

    Add expected salary to your profile for insights We are seeking a motivated and ambitious candidate to join our dynamic and growing team as an Associate Financial Planner.This role is perfect for individuals who are passionate about finance, eager to learn, and committed to developing a successful career in financial planning.Company overview Horizon Wealth...

  • Associe Financial Adviser

    3 weeks ago

    Brisbane, Queensland, Australia at Full time

    Add expected salary to your profile for insightsWe are seeking a motivated and ambitious candidate to join our dynamic and growing team as an Associate Financial Planner. This role is perfect for individuals who are passionate about finance, eager to learn, and committed to developing a successful career in financial planning.Company overviewHorizon Wealth...