Financial Advisor
5 days ago Be among the first 25 applicants
Role Description
As an experienced financial advisor working on our Wealth Maximiser service, you will coach 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.
Right now we are looking for someone to join 2 days a week on a short term contract, however if we find the right people we can explore other options.
Qualifications
Compliance with FASEA requirements
Authorised to provide tax advice
10+ years in advising retail clients
Willing to comply with CPD requirements
Strong 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
Part-time
Job function
Finance and Sales
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Sydney, New South Wales, Australia
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