Financial Advisor
2 days ago
OverviewNobleOak 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 DescriptionAs 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.ResponsibilitiesCoaching customers using statements of advice generated from our platform to help follow their strategic plan and achieve financial goals.Desired Skills And ExperienceCompliance with FASEA requirementsAuthorised to provide tax advice10+ years in advising retail clientsWilling to comply with CPD requirementsStrong customer managementStrong presentation and communication skills (verbal and written)Seniority levelMid-Senior levelEmployment typeContractJob functionFinance and SalesInsurance
#J-18808-Ljbffr
-
Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Advisor
1 week ago
Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $110,000Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team.As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and support to clients across various industries. Your primary focus will be on delivering high-quality financial solutions that meet or exceed client expectations.The...
-
Financial Planner
7 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Advisor
4 days ago
Melbourne, Victoria, Australia Thomas Frost Executive Full timeOverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...
-
Financial Advisor
5 days ago
Melbourne, Victoria, Australia Thomas Frost Executive Full timeOverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...
-
Financial Advisor
3 days ago
Melbourne, Victoria, Australia Picturewealth Full timeCompany DescriptionPictureWealth connects more advice to more lives. We believe financial well-being isn't just about wealth—it's about freedom, security, and happiness. Our mission is to empower you to visualize, plan, and build the life you want with expert advice, tailored insights, and intuitive tools that put you in control of your money. Whether...
-
Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $160,000Job Title: Financial AdvisorAbout the Role:This is a key position in providing bespoke financial guidance and wealth management solutions to high-net-worth individuals and families.
-
Financial Advisor
1 week ago
Melbourne, Victoria, Australia beBeeFinancialAdvisor Full time $125,000 - $175,000Job Title: Financial AdvisorWe are seeking a skilled and experienced financial advisor to join our team.The ideal candidate will have a strong background in business services and advisory accounting, with a minimum of 2 years' experience in this field.About The RoleThis role offers the opportunity to work with local and international clients across a...
