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Financial advisor

Ballarat
Kaizen Recruitment
Financial Advisor
USD 60,000 - USD 120,000 a year
Posted: 27 November
Offer description

About the Company
Our client is one of Australia's largest providers of integrated financial advisory, accounting and tax services to small and medium enterprises. They have a strong reputation as a market leader within their space.

They are seeking a passionate Financial Adviser to join their team. This role is a full-time, permanent, hybrid opportunity based in Ballarat office.

Key Responsibilities

* Engage with clients to gain a clear understanding of their financial goals and priorities;
* Offer tailored financial strategies and investment guidance to support long-term success;
* Consistently meet or exceed annual growth and revenue objectives;
* Leverage strong business development skills to build relationships and identify new opportunities; AND
* Provide ongoing service and customised solutions to retain clients and fulfill their evolving needs.

Technical Skills & Qualifications

* Demonstrated experience as a Financial Adviser, having successfully passed the FASEA exam and listed on the Adviser Register, or actively progressing toward completion;
* Proven experience in delivering holistic financial advice tailored to diverse client needs and circumstances;
* Strong ability to manage relationships and engage stakeholders effectively across various levels; AND
* Highly motivated, proactive, and focused on achieving results with a positive mindset.

*Perks and Benefits*

* Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours;
* Grow your career with clear pathways and strong career development opportunities;
* Be part of a collaborative and high-performing team environment; AND
* Take on a flexible advisory role serving a diverse range of clients across the region.

If you are interested in learning more about this position, please contact Paris Deligianis at Kaizen Recruitment on or at


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