Financial Advisor
1 week ago
Closing Date: 10/10/2025
Job Type:
Contract
Location:
Sydney office
Job Category:
Product & Underwriting
NobleOak is a high-growth challenger brand that puts the client at the centre of our business.
Are you an experienced financial advisor looking for a flexible opportunity? Join our team in Sydney for a specialised role
Job Description
Job Description
As an experienced financial advisor working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform, helping them to follow their strategic plan and achieve their financial goals. You will utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service, help improve our materials, and provide positive customer interactions that educate and empower customers.
Collaborate with our dynamic team and make a real impact in customers' lives
You will need to be an authorised representative of NobleOak, though this does not preclude other authorised representations. We will occasionally require your presence at our Sydney office for internal meetings, trainings, and other opportunities.
Desired Skills and Experience
Experience & Qualifications:
Compliance with FASEA requirements
Authorised to provide tax advice ( see here for more details)
10+ years in advising retail clients
Willing to comply with CPD requirements
Strong customer management
Strong presentation and communication skills (verbal and written)
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