Financial Adviser

2 weeks ago


Southport Queensland, Australia Private Advertiser Full time $80,000 - $120,000 per year

Financial Adviser- High-Paced Firm with Progression Opportunities

We are a leading financial planning firm renowned for our expertise and dedication to helping clients achieve their financial goals. Our firm operates in a high-paced environment, providing an exciting and dynamic workplace for individuals who thrive on challenges and enjoy making a meaningful impact on people's lives. We are currently seeking a motivated and experienced Financial Adviser to join our team.

Job Description:

As a Financial Adviser, you will play a crucial role in helping clients navigate their financial journey and make informed decisions. You will work closely with clients to understand their financial objectives, analyse their current financial situation, and develop tailored strategies to help them achieve their goals. The role requires a strong sales mindset and excellent phone experience to effectively communicate with clients and build long-lasting relationships.

Responsibilities:

  • Conduct thorough financial assessments and provide comprehensive advice based on clients' financial goals, risk tolerance, and investment preferences.
  • Develop customised financial plans encompassing investment strategies, retirement planning, and risk management.
  • Proactively identify opportunities to optimise clients' portfolios and recommend suitable investment products and services.
  • Regularly review and update clients' financial plans to ensure alignment with their evolving needs and market conditions.
  • Utilise strong sales skills to effectively communicate the value of our services and convert leads into clients.
  • Build and maintain strong relationships with clients through regular communication and exceptional customer service.

Qualifications:

  • Bachelor's degree in finance, economics, or a related field.
  • FASEA approved.
  • Proven experience as a Financial Adviser.
  • Excellent sales skills with a track record of meeting or exceeding targets.
  • Exceptional communication and interpersonal skills, especially over the phone.
  • Detail-oriented with strong organisational and time management skills.
  • Ability to thrive in a fast-paced, high-pressure environment.
  • Self-motivated and driven to achieve both personal and team goals.

Provisional Advisers Welcome:

We understand that talent comes in various forms. If you are a provisional adviser with a passion for financial planning, we encourage you to apply. We value diversity and believe in providing opportunities for growth and development.

What We Offer:

  • Competitive salary package with performance-based bonuses.
  • Professional development and training opportunities to enhance your skills and advance your career.
  • Supportive and collaborative work environment that values innovation and teamwork.
  • Opportunities for career progression within the firm.

If you are a results-oriented Financial Adviser with a passion for sales and a desire to work in a high-paced environment, we would love to hear from you. Please submit your resume, along with a cover letter outlining your relevant experience and why you are interested in joining our team.



  • Stones Corner, Queensland, Australia HKS Financial Planning Full time $60,000 - $80,000 per year

    Full Time – Associate Financial Adviser / Professional Year AdviserDue to continued growth, we are expanding our team.  We are seeking a proactive individual with a strong desire to learn.  This is full time role that would suit someone who has started or completed their Professional Year and wants to grow within a large self-licensed firm.This role...

  • Financial Adviser

    2 weeks ago


    Southport, Australia Chandler Macleod Full time

    An excellent opportunity has arisen for a Financial Planner to join a national well established Financial Planning, Mortgage Broking and Accounting practice. Our client pride themselves on their great culture and work life balance. Their Southport office is experiencing growth and looking for a Financial Adviser to service their existing client base. They...


  • Southport, Australia People Group Full time

    Financial Planner Southport - Full support with constant leads - $100,000 + Super + Bonus **About the role**: This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined experience. You will develop holistic strategies for our clients with the...


  • Southport, Australia People Group Full time

    Financial Planner Southport - Full support with constant leads & work from home options - Salary up to 120k + comms per year depending on experience. OTE 200k p/a. **About the role**: This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined...


  • Southport, Queensland, Australia Limitless Wealth Group Pty Ltd Full time $60,000 - $80,000 per year

    Limitless Wealth Group is a successful, growing financial planning firm based in Southport on the Gold Coast. We are dedicated to helping our clients achieve their financial goals and maximise their wealth. Our team of experienced professionals is committed to delivering exceptional results and consistently exceeding the expectations of our clients.As a...


  • Southport, Queensland, Australia KBH Solutions Full time $60,000 - $80,000 per year

    A leading finance company providing tailored finance solutions to consumers is seeking an experienced Loans Officer and Collections Administration Officer to join their growing team. This role is ideal for finance professional who thrive on delivering outstanding customer service while managing loan queries, credit applications, and compliance requirements...

  • Broker Support

    5 days ago


    Southport, Queensland, Australia Infinity Group Full time $90,000 - $120,000 per year

    Broker Support – Infinity Group AustraliaLocation:Southport, Melbourne VICType:Full-time, on-site, Monday – Friday, 9am-5pm(Occasional weekend availability required)Salary:$90,000 + super + comms (~ $120k OTE)About Infinity Group AustraliaAt Infinity Group Australia, we exist to help everyday Australians conquer debt, build wealth, and create lasting...

  • Broker Support

    3 days ago


    Southport, Queensland, Australia Infinity Group Australia Pty Ltd Full time $60,000 - $100,000 per year

    Broker Support – Infinity Group AustraliaLocation: Southport, Gold Coast QLDType: Full-time, on-site, Monday – Friday, 9am-5pm (Occasional weekend availability required). WFH flexibility post probation.Salary: $90,000 + super + comms (~ $120k OTE)About Infinity Group Australia:At Infinity Group Australia, we exist to help everyday Australians conquer...

  • Property Manager

    1 week ago


    Southport, Queensland, Australia Infinity Group Australia Pty Ltd Full time $80,000 - $100,000 per year

    Property Manager – Infinity Group AustraliaLocations: Southport, Gold Coast QLD or Cremorne, Melbourne VICType: Full-time, on-site, Monday – Friday, 9am–5pm (WFH 1 day/week post-probation)Salary: $80,000– $90,000 + super (potentially up to $100,000 for highly experienced candidates)About Infinity Group:At Infinity Group, we exist to help everyday...

  • Office Assistant

    1 week ago


    Dalby, Queensland, Australia My Insurance Advisers Full time $26,000 - $36,000 per year

    About UsWe are a professional insurance brokerage dedicated to supporting clients across a wide range of personal and business insurance needs.The RoleYou will provide direct support to our advisers, ensuring smooth daily operations. Duties include:Answering and making phone callsMail and bankingPaperwork and accurate record-keepingFile notes during meetings...