Financial Adviser

4 days ago

Sydney, New South Wales, Australia Navigate Advisory Pty Ltd Full time $90,000 - $120,000 per year

A great opportunity exists for a motivated and customer centric financial adviser to join our highly respected business and amazing team.

You will have a proven record of integrity and professional excellence and you value making a meaningful difference to your client's lives.

Who are we

  • We are a self-licenced, integrated financial services business, established in 1992, offering Financial Planning, Accounting, Lending and Property Advisory services.
  • We have offices in Balmain, Brighton-Le-Sands and Hurlstone Park.
  • We have established long-term fee-paying clients as well as a constant stream of new referrals.
  • We have a great team that aspires to help our clients achieve their great life and ensure we are celebrating our wins along the way.
  • We believe in prioritising employee well-being, fostering a supportive work environment and aligning our values with those of our clients.
  • Our vision is to create lasting value, for our team, stakeholders, and clients.

What we offer and what is the role

  • You will provide comprehensive advice to existing fee-based clients and new referrals
  • You will conduct client reviews, develop strategies, and provide ongoing service
  • You will be supported by an experienced customer service and operations team allowing you to focus on your role
  • You will have access to our professional adviser network and high-quality investment solutions and platforms
  • We offer a transparent, non-institutional licensee environment
  • We provide equity opportunity and professional career development
  • We offer an attractive salary package and bonus structure
  • We have a supportive and team-oriented culture

About you

  • 3 years+ experience working as a qualified financial adviser, delivering comprehensive, goals-based advice
  • Culturally aligned: you are a team player, collaborative, and committed to delivering a great life for clients
  • Confident, professional, and client-facing with strong relationship-building skills
  • Strong compliance track record and understanding of regulatory obligations
  • Experienced in Investments and SMA's as well as broader financial planning experience to retirees and pre retirees
  • Confident using advice and CRM technology
  • Suitably qualified at degree level and you have met all FASEA requirements

Please submit your resume and a cover letter outlining your experience and suitability for this role. Applications to be sent to 

Please note, only successful candidates will be contacted

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