Empower a brighter financial future by delivering high-quality advice to individuals. As a skilled Financial Advisor, you will play a key role in connecting people with their assets – safely, securely and responsibly.
Our organization is seeking two passionate and experienced professionals to join our leading telephone-based Intra-Fund Advice Team at Retire360. If you're driven by helping Australians make the most of their superannuation and thrive in a member-first advice environment, this is your chance to make a real impact.
You will be responsible for delivering simple, high-quality intra-fund and retirement advice via phone, building strong relationships with members and referral sources, breaking down complex financial concepts into clear guidance and collaborating with a supportive team.
* Delivering simple, high-quality intra-fund and retirement advice via phone
* Building strong relationships with members and referral sources
* Breaking down complex financial concepts into clear guidance
* Collaborating with a supportive team including paraplanners, technical officers and compliance experts
We offer support and flexibility to help you succeed in a dynamic and inclusive work environment. Whether you're an experienced adviser or building your career in financial advice, we provide the tools to thrive in a member-centric environment.
* 1–3 years' experience in a financial advice role
* Passion for helping people and delivering member-centric advice
* Strong technical knowledge across financial planning disciplines
* Near completion or enrolled in FASEA-compliant qualifications
We strive to create an inclusive workplace where everyone can thrive. We welcome applications from diverse candidates and aim to reflect the communities we serve.