Financial Adviser

Role Description

We are seeking a full-time Financial Adviser for a hybrid role based in Mornington, VIC, with flexibility for some work-from-home arrangements. The Financial Adviser will be responsible for delivering tailored financial planning and advisory services to clients, assisting with investment strategies, retirement planning, and tax efficiency solutions. Additional responsibilities include conducting client consultations, analyzing financial data, recommending suitable products, and ensuring regulatory compliance. Building long-term client relationships and providing consistent, high-quality financial advice will be key objectives of this role.

Qualifications

• Strong knowledge and experience in financial planning, investment strategies, and tax-efficient solutions
• Excellent client relationship and communication skills, including the ability to conduct professional consultations
• Proficiency in financial analysis, problem-solving, and providing customized advice based on clients' needs
• Experience with regulatory compliance in the financial services industry
• Self-motivated, with the ability to work independently and collaboratively in a hybrid work model
• Relevant certifications such as CFP (Certified Financial Planner) or other financial advisory qualifications are highly advantageous
• Previous experience in a similar financial advisory role is beneficial
• Bachelor's degree in Finance, Accounting, Economics, or a related field