Trusted Financial Adviser - Personalised Wealth Strategy in Melbourne

Trusted Financial Adviser - Personalised Wealth Strategy in Melbourne

Melbourne Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Build trusted client relationships and deliver personalised wealth strategies.
  • Company: Coastal Advisory Australia, a supportive team in Melbourne.
  • Benefits: Access to experienced support and a network of specialists.
  • Other info: Join a dynamic team focused on quality advice and memorable experiences.
  • Why this job: Make a real difference in clients' financial lives with tailored advice.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 63000 - 77000 $ per year.

Coastal Advisory Australia Pty Ltd – Melbourne VIC is seeking an experienced Financial Adviser.

You will build trusted client relationships and deliver tailored strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

Join a supportive team with access to experienced Client Service and Technical Support, and a network of specialists to help you deliver quality advice and memorable client experiences.

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Trusted Financial Adviser - Personalised Wealth Strategy in Melbourne employer: Coastal Advisory Australia Pty Ltd

Coastal Advisory Australia is an exceptional employer located in Newcastle, NSW, offering a vibrant work culture that prioritises collaboration and employee engagement. As a Talent Acquisition Coordinator, you'll have the opportunity to shape the candidate experience while contributing to a supportive team environment that fosters professional growth and innovation. With a focus on building talent pipelines and enhancing employee experiences, Coastal provides a meaningful career path in People & Culture, making it an ideal place for those passionate about recruitment and human resources.

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Contact Details:

Coastal Advisory Australia Pty Ltd Recruitment Team

We think you need these skills to ace Trusted Financial Adviser - Personalised Wealth Strategy in Melbourne

Client Relationship Management
Wealth Creation Strategies
Superannuation Knowledge
Investment Strategies
Retirement Planning
Personal Insurance Expertise
Communication Skills