Blueprint Wealth, South Perth
Work Type
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Support StaffEmployment Type
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Rising Tide Financial, Melbourne VIC, Australia
Associate Financial Planner
As an associate financial planner, you will play a crucial role in our team by consistently engaging with clients, ensuring compliance, and contributing to the firm’s overall success.
This position demands a thoughtful, steady individual who values preparation, efficiency, and accuracy. The successful candidate will thrive in a team-oriented environment, prioritizing the team’s collective interests over personal gratification. You will also be the go-to person for creating annual review documents and strategies after chatting with clients.
- Competitive base salary, bonuses, and potential equity in the medium term.
- We have onboarded > 60 new client groups in each of the last three years, so you will learn how to engage with new clients!
- Work with experienced advisers who value collaboration and learning from each other.
- Amazing clients—we primarily work with high-income couples, families with kids still at home, and women coming out the other side of a separation.
- We’re a group of genuinely good people who take our work seriously but have fun. We support each other, celebrate wins, and grow together.
Melbourne VIC, Australia
Full Time
Flexible
Oxlade Financial, Newstead QLD, Australia
🚀 INCREDIBLE OPPORTUNITY FOR A FINANCIAL ADVISER LOOKING FOR THEIR FOREVER WORK HOME 🚀
If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.
We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You’ll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team.
Your priority will be:
- Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
- Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
- Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients
Newstead QLD, Australia
Full Time
In Person
Findex Pty Ltd,
Senior Financial Adviser
Have you considered moving away from traditional client servicing to explore a new, refreshing career direction? Do you thrive on high-energy environments and have a knack for uncovering new business opportunities?Interested in a position with a consistent supply of high-quality leads, that offers a competitive base salary and uncapped commission potential? If you answered yes to the above, we’d love to share more details with you! An Opportunity with a Difference As we continue to expand, we’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. In this pivotal role, you’ll drive our growth strategy forward, forging meaningful relationships with new clients whilst assisting them in defining and achieving their financial aspirations and goals.Our approach emphasises collaboration, and you will be key in working with our internal team of Findex Accounting and Wealth advisers to provide holistic financial solutions. Your expertise and collaboration with other professionals within our practice will be essential to ensuring our clients’ financial success. What will your typical week look like?Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teamsManage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsManage key client and customer relationshipsPartner with a team of trusted Findex Accountants and Wealth AdvisersDevelop joint account plans with our Accounting team to position our Wealth Management servicesConnect Clients with an Adviser for ongoing client work
Full Time
Flexible