Financial Advisor

2 weeks ago

Sydney, New South Wales, Australia True North Lifestyle Full time $104,000 - $130,878 per year

Company Description

True North Lifestyle is a lifestyle goals-focused financial planning firm dedicated to helping clients create their best life based on individual definitions of happiness and fulfillment. We provide strategies that support income and capital needs, offering structure and flexibility to achieve desired outcomes more easily and quickly. True North Lifestyle is committed to empowering clients to live life on their terms with a strong foundation in financial planning.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Sydney, NSW, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning, including retirement planning and investment advice. Day-to-day tasks involve client consultations, developing personalized financial strategies, managing investment portfolios, and providing sound financial advice. The role requires maintaining up-to-date knowledge of financial products and regulatory changes to best serve clients and help them achieve their financial goals.

Qualifications

  • Expertise in Financial Planning, Finance, and Financial Advisory skills
  • Experience in Retirement Planning and Investments
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team in a hybrid work environment
  • A bachelor's degree in finance, economics, or a related field is preferred
  • Relevant financial planning certifications are a plus
  • Experience in understanding and adapting to client-specific financial needs and goals

  • Financial Planner

    7 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – Sw Sydney

    1 week ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    3 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Independent Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, AustraliaWe are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in providing...

  • Mortgage Financing Expert

    4 days ago

    Sydney, New South Wales, Australia beBeeMortgage Advisor Full time $120,000 - $150,000

    Expert Mortgage Lending Specialist Wanted","Job Description:","The ideal candidate will be responsible for assisting clients with their mortgage lending needs, fostering strong relationships and overseeing the process from initial consultation until settlement.","">Key Skills and Qualifications","The successful applicant must possess at least 3-5 years of...

  • Financial Advisor

    2 weeks ago

    Sydney, New South Wales, Australia NobleOak Full time $104,000 - $130,878 per year

    Closing Date: 10/10/2025Job Type:ContractLocation:Sydney officeJob Category:Product & UnderwritingNobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial advisor looking for a flexible opportunity? Join our team in Sydney for a specialised roleJob DescriptionJob DescriptionAs an...

  • Strategic Financial Advisor

    6 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $180,000

    Job Title: Strategic Financial Advisor">This role involves acting as a strategic advisor and trusted partner to business leaders, translating complex financial data into actionable insights that drive business performance.",