Financial Adviser – Client-First Strategy Leader in Brisbane

Financial Adviser – Client-First Strategy Leader in Brisbane

Brisbane Full-Time 63000 - 77000 $ / year (est.) Hybrid
Y

At a Glance

  • Tasks: Manage client portfolios and create personalised financial plans.
  • Company: Your Vision Financial Solutions, a supportive team in Hamilton.
  • Benefits: Flexible hours, free street parking, and a collaborative work environment.
  • Other info: Join a dynamic team and enjoy opportunities for professional growth.
  • Why this job: Make a real difference in clients' financial futures while growing your expertise.
  • Qualifications: Experience in financial advising and strong communication skills.

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

Your Vision Financial Solutions in Hamilton, Brisbane, is seeking an experienced Financial Adviser to look after an existing client portfolio, lead strategy and review meetings, and craft tailored financial plans. The role offers flexible hours, with 3-4 days in the Hamilton office and free street parking nearby.

You will work with Patricia Garcia and our supportive team, develop advice across investments, superannuation, insurance, SMSFs, cashflow and estate planning, and grow client relationships.

Financial Adviser – Client-First Strategy Leader in Brisbane employer: Your Vision Financial Solutions Pty Ltd

Your Vision Financial Solutions Pty Ltd offers a supportive work environment where financial advisers can thrive. The company prioritizes client relationships over sales, allowing employees to focus on delivering tailored financial advice. Flexible working hours and a collaborative team culture contribute to a fulfilling career experience.

Y

Contact Details:

Your Vision Financial Solutions Pty Ltd Recruitment Team

We think you need these skills to ace Financial Adviser – Client-First Strategy Leader in Brisbane

Client Relationship Management
Financial Planning
Investment Knowledge
Superannuation Expertise
Insurance Advisory
SMSF Management
Cashflow Analysis