Financial Adviser – Remote
Hybrid
Core
Providing phone-based financial advice to clients on superannuation, insurance, and retirement planning while managing portfolios and mentoring associate advisers.
Role type
Financial Adviser (IC)
Builds
Client financial plans and ongoing advice
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, superannuation knowledge, insurance knowledge, retirement planning, client relationship management, compliance adherence, mentoring
Preferred skills
Sales incentive scheme participation, technology-enabled advice delivery