Financial Adviser

Findex
AU - albury
December 22, 2024

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.

Looking for a fresh career opportunity with future growth potential?

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

Let's talk about you!

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.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.

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.

Read the full job description and apply online on the recuiter's web-site

Related Job Postings

Commissioning and Qualification Principal

CSL Behring

AU - Broadmeadows
January 7, 2025

The Opportunity The Process Engineering department at CSL Behring is recruiting for a Commissioning and Qualification (C&Q) Principal (Engineer or Scientist) to join our dynamic team at the Broadmeadows site. • This exciting full-time permanent role is pivotal to ensuring the successful...

Find Jobs Hiring Now Near You!

Get Jobilize Job Search Mobile App Now