Overview
As an experienced financial advisor working on our Wealth Maximiser service, 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 agile 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.
We are looking for the right people to join the team so we can be flexible with full time and part time options.
Qualifications
Compliance with FASEA requirements
Authorised to provide tax advice
10+ years in advising retail clients
Willing to comply with CPD requirements
Solid customermanagement
Strong presentation and communication skills (verbal and written)
Passionate about doing the right thing for the client
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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