Financial Adviser

5 days 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

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