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Virtual Adviser – Online Advice Meeting Experience
2 weeks ago
Dive into a role that transcends the ordinary. Infinity Financial Consultants isn't just another firm; we're a beacon of innovation in financial services, committed to memorable client experiences. If you're motivated by a role that values your diverse skills and offers growth opportunities, your journey with us begins now.
About Us
At Infinity Financial Consultants, we're not your typical financial services firm – and we like it that way. We're a forward-thinking team of professionals who combine deep expertise in accounting, financial planning, and lending with a relentless focus on technology, innovation, and client experience.
We don't just provide advice – we craft experiences. From AI-powered meeting summaries and seamless digital onboarding to data-driven insights and fully integrated financial ecosystems, we use custom built cutting-edge tools to make your role as an Adviser easier, more transparent, and more engaging for your clients.
At Infinity, we believe the future of financial advice is personal, proactive, and powered by technology – and we're leading the way.
The Opportunity
We are seeking a highly experienced Virtual Adviser to deliver exceptional financial advice through our Online Advice Meeting platform. This role is ideal for a senior adviser with strong client relationship skills who thrives in a digital-first environment while maintaining a personalised, professional client experience. You will be responsible for engaging with clients virtually, understanding their financial goals, and providing tailored strategies that support their long-term success.
Why Infinity?
- Supportive Team Culture: Become part of a team that values your contribution and celebrates success.
- Career Advancement: Grow with us as we expand, with numerous opportunities to enhance your skills and responsibilities.
- Impactful Work:Play a vital role in our client-focused approach, making a real difference in their financial well-being.
- Competitive Rewards: Enjoy recognition and rewards that reflect your valuable contribution.
- Flexible Arrangements: Benefit from work-life balance with our flexible work practices.
Your Role
- Conduct online client meetings to provide high-quality financial advice across areas such as investments, superannuation, retirement planning, and wealth management.
- Build and maintain strong, trusted client relationships through clear communication and ongoing support.
- Collaborate with paraplanners, client service officers, and other team members to deliver seamless advice outcomes.
- Stay updated on financial regulations, market developments, and compliance requirements to ensure best-practice advice delivery.
- Use digital tools and platforms to enhance the client's virtual meeting experience and ensure advice is delivered effectively and efficiently.
- Manage an established portfolio of clients while identifying opportunities to grow and expand client relationships.
Who are we looking for
Minimum 5+ years of experience as a Financial Adviser or similar client-facing advice role.
- Based in Gold Coast or Bowen Hills, with flexibility to operate in a virtual environment.
- Proven track record of delivering compliant, high-quality financial advice and strong client outcomes.
- Excellent communication and interpersonal skills, with the ability to engage and influence clients in a virtual setting.
- Strong understanding of financial planning strategies, regulatory requirements, and compliance standards.
- Relevant tertiary qualifications in Financial Planning, Business, or related discipline.
- Must meet FASEA standards and hold current ASIC registration (or equivalent licensing requirements).
Why Join Us?
- Be part of a progressive team delivering advice in an innovative virtual-first model.
- Work with a supportive, client-focused team in a flexible and collaborative environment.
- Opportunities for professional growth and to work with a diverse client base.
- Competitive salary package with performance-based incentives.
