Financial Adviser

4 hours ago

Brisbane, Queensland, Australia Apex Financial Services Group Full time $80,000 - $120,000 per year

Company Description

Apex Financial Services Group is dedicated to helping clients achieve their financial goals with tailored advice and exceptional service. Our team simplifies complex financial concepts, ensuring they are clearly understood and actionable. We pride ourselves on fostering long-term relationships built on trust and expertise. Our mission is to empower clients to make informed financial decisions that align with their aspirations.

Role Description

This is a full-time on-site Financial Adviser role based in Brisbane, QLD. The Financial Adviser will collaborate with clients to assess their financial situations and develop personalized strategies to achieve their short-term and long-term goals. Responsibilities include creating financial plans, advising on investments, retirement strategies, and other financial matters, as well as monitoring financial progress and adjusting plans as needed. Additionally, the role involves compliance with regulatory requirements and staying updated on financial trends and opportunities.

Qualifications

  • Proficiency in Financial Planning and Retirement Planning
  • Strong knowledge of Finance, Investments, and Financial Advisory practices
  • Excellent interpersonal and communication skills to establish trust with clients
  • Ability to analyze financial data and develop strategic recommendations
  • Relevant certifications such as CFP or other financial advisory qualifications are a plus
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Demonstrated ability to work independently and maintain compliance with industry regulations

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