Financial Adviser (Retirement Planning)

Details of the offer

To apply please email your resume to ****** Why Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.
Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.
What You'll Get in ReturnThe opportunity to work with the founders to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.
Plus, you'll get:
A fun and supportive work environmentA competitive salary (based on experience)Opportunities to collaborate with a team of knowledgeable and high-achieving professionalsRegular company events and social gatheringsThe chance to be a part of a rapidly growing business with numerous opportunities for advancementWhat's the Role?Your role will include:
Working full-time from our Gold Coast office.Providing comprehensive independent financial planning advice over a 4-meeting engagement processAll leads being generated for you
Not having to manage client portfolios and share marketsIndependent product advice largely comprising of industry fund comparisonsNo ongoing client managementMeetings being held on ZoomFully supported role with administration and paraplanningWho Are You?Are you a confident, educated and knowledgeable individual who thrives in providing honest and conflict-free advice? If so, we want to hear from you!
We are accepting applications from financial advisers who:
Are ASIC registered.Have a minimum of 3 years' experience as a practicing financial adviser (paraplanning experience an advantage).Have a relevant university degree qualification (post-graduate will be an advantage).Have excellent knowledge in the areas of superannuation, retirement planning and SMSFs, as well as good knowledge of estate planning, trusts, and companies.Have excellent interpersonal and communication skills, and the ability to build rapport with clients.Are highly-organised and process-driven.
Can provide exceptional customer service & experience.All applications will remain strictly confidential.Please note that we will only be responding to applicants who meet the above criteria.
To apply please email your resume to ******

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Nominal Salary: To be agreed

Job Function:

Requirements

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