Financial Adviser

2 weeks ago

Melbourne, Victoria, Australia Link Wealth Group Full time $104,000 - $130,878 per year

We're looking for someone who has a passion for helping people reach those big financial goals. We need someone who is motivated to help us deliver the best service we can and impress our clients year after year.

At Link Wealth, we help everyone from business owners to high-achieving professionals and executives to turn their money woes into financial wins.

We hate seeing people drown in debt or miss out on opportunities where they could be making money because they don't know their numbers or they're confused and unclear about what their wealth-building strategy should involve.

The number of people in that position in Australia is staggering and we consider it our mission to help change their lives for the better.

This means we need committed, driven coworkers who share that same vision.

That's where you come in.

We're looking for a driven financial adviser with tons of initiative to join our team.

You'll be part of a team of tight-knit group of advisers who work hard, but who also know how to switch off and have fun at the end of a productive week.

We're a friendly bunch who have a good work-life balance and a great team culture. We'd love you to be a part of it

We're looking to hire you if you have:

  • Minimum 3+ years' experience as a financial adviser
  • Relevant qualifications
  • Proven success in setting and achieving targets
  • Proven ability to deliver holistic advice including (but not limited to) super, insurance, cash flow, debt management, investing, retirement planning etc.
  • Excellent communication and relationship-building skills
  • A strong desire to succeed and be self-motivated.

Primary responsibilities:

  • An advice whizz. You will apply your expertise by providing quality financial advice to all our existing and new clients to help them reach their financial goals.
  • A stickler for rules. You'll maintain all the compliance standards and satisfy all those legislative and licensee requirements with everything that we do.
  • Love the long-term. You are constantly forging and maintaining long term relationships with your clients, who are top of quality.
  • Above and beyond. Meeting or even exceeding your clients expectations is key to you, so you continue delivering that incredible service every day.
  • Team player. Being part of one of the best teams means you are committed to putting 100% into being an active member of the team
  • A go getter. You are committed to aiding the growth of the business through various methods, such as (but not limited to) contributing to marketing, driving new business, sharing ideas that will benefit the business and your team members.

Perks and Benefits:

  • Hybrid working model at probation pass
  • Fun, supportive team culture
  • Hire from within policy (excellent career growth prospects)
  • Casual dress Fridays
  • Regular team lunches
  • Ongoing 1 on 1 Mentorship and support
  • Employee share scheme availability
  • Full operational support (admin & associate)
  • Modern office setup

Salary package will be dependent on the applicant's qualifications and experience and will include salary and an uncapped bonus potential based on your performance and relevant KPIs being met.

If you're interested in joining a company with clear career direction and potential, apply today to set up a confidential first conversation.

We look forward to hearing from you

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