Strategic Financial Adviser – Build Long-Term Clients in Gold Coast

Strategic Financial Adviser – Build Long-Term Clients in Gold Coast

Gold Coast Full-Time 51525 - 62975 $ / year (est.) On-site
S

At a Glance

  • Tasks: Manage client relationships and deliver strategic financial advice on superannuation, investments, and insurance.
  • Company: Dynamic financial advisory firm based on the beautiful Gold Coast.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Collaborative team with a focus on compliance and effective advice delivery.
  • Why this job: Join a growing practice and make a real difference in clients' financial futures.
  • Qualifications: Experience as a Financial Adviser with strong relationship management skills.

The predicted salary is between 51525 - 62975 $ per year.

seek. com. au, based on the Gold Coast, invites an experienced Financial Adviser to manage client relationships and deliver compliant strategic advice across superannuation, investments and insurance.

You will work with CSO, paraplanners and investment support to ensure advice is delivered efficiently and implemented effectively, contributing to a growing practice and expanding client base.

Strategic Financial Adviser – Build Long-Term Clients in Gold Coast employer: seek.com.au

Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.

S

Contact Details:

seek.com.au Recruitment Team

We think you need these skills to ace Strategic Financial Adviser – Build Long-Term Clients in Gold Coast

Client Relationship Management
Strategic Financial Advice
Superannuation Knowledge
Investment Strategies
Insurance Expertise
Compliance Knowledge
Collaboration Skills