Manage a well-established client portfolio. Work closely with our local team of Accountants and benefit from regular client referrals. Work as part of a highly regarded team in a collaborative environment.
We are seeking an experienced and motivated Financial Adviser to manage a well-established client portfolio, servicing Wagga, Albury and the surrounding areas. You'll manage a diverse client base while working closely with our local team of Accountants and benefiting from regular client referrals.
If you enjoy staying busy, tackling challenges, collaborating with a team, and have a strong commercial mindset, we'd love to hear from you!
What will your typical week look like?
Collaborate and communicate with clients to understand their financial objectives Provide strategic financial planning and investment advice Achieve annual growth and revenue targets Develop relationships and prospect new opportunities through your strong business development expertise Service, retain, and deliver solutions to meet client needs Perks at a glance!
Career progression with strong growth opportunity Work as part of a highly regarded team in a collaborative environment Flexible advice role servicing a diverse client base across the region Competitive salary, flexible work options, and more Plenty of referrals from our local team You are someone with the following...
Previous experience as an Adviser who has successfully completed the FASEA exam (and are on the Adviser register) Proven track record in delivering comprehensive financial advice across a wide range of client needs Exceptional relationship and stakeholder management skills SMSF experience will be highly regarded A positive, proactive and result-orientated focus Strong commercial acumen Let's talk about our team
Highly experienced collaborative team of Advisers, mentors, and Leaders Large Corporate Advice business with solid infrastructure, systems, and support Close-knit local team who collaborate and work together Administration support provided through Client Services and paraplanning teams Why Findex? #writeyournextchapter
We're focused on meeting the needs of businesses and individuals within them, through a collaborative approach to Financial Services. We pride ourselves on an integrated service offering that includes accounting, wealth management, investment, lending, and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
If this sounds like you, we look forward to meeting you. Apply now!
PLEASE NOTE :
Only candidates with valid work rights within Australia / New Zealand in which this position is based will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds, and experiences.
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