Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investment advice to a diverse client base across Brisbane and the surrounding region.
If you enjoy delivering results, building strong client relationships and making a real impact, this is the role for you!
Your role, your contribution!
* Understand and assess client needs through meaningful, ongoing relationships
* Deliver strategic financial planning and investment advice tailored to individual goals
* Identify and develop new client opportunities across Brisbane and the region
* Meet agreed growth and revenue targets while delivering outstanding client outcomes
* Service and retain your client base by providing solutions that meet their evolving needs
The benefits of joining us!
* Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
* Hit the ground running with an established client book — no cold starts, just meaningful relationships to build on from day one
* Work as part of a highly regarded team in a collaborative environment
* Flexible advice role servicing a diverse client base across the region
* Competitive salary, flexible work options and more
* Clearly defined career progression with strong growth opportunity
What you bring to the role!
* Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and are currently registered on the ASIC Financial Advisers Register
* Proven experience providing comprehensive financial advice
* Exceptional relationship and stakeholder management skills
* Demonstrated knowledge and experience of SMSF
* A positive, proactive and result orientated focus with a strong commercial acumen
* Excellent oral and written communication skills
For Diversity & Inclusion
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
#J-18808-Ljbffr