Financial Adviser, Brisbane
Core
Provide strategic financial advice to new and existing clients on wealth creation, superannuation, investments, retirement planning, and personal insurance.
Role type
Financial Adviser
Builds
Client portfolios and long-term trusted relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
ASIC Financial Adviser registration, strategic advice capability, relationship building, complex information explanation, commercial mindset
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop quality strategies for clients, identify opportunities to help clients achieve financial goals, collaborate with specialists across lending, accounting, insurance, aged care, and Centrelink, maintain high standards of advice compliance and client care
Seniority
Mid-level, experienced professional