drjobs Financial Adviser

Financial Adviser

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1 Vacancy
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Job Location drjobs

Perth - Australia

Monthly Salary drjobs

$ 140000 - 140000

Vacancy

1 Vacancy

Job Description

Take the next step in your career with a role that combines opportunity support and rewards.

Are you ready to embrace the challenge of building strong client relationships and delivering exceptional financial advice Whether youre a seasoned Financial Adviser or just starting your journey as a Junior Adviser this opportunity is for you! At Coastal Advice Group were growing in Western Australia and were searching for a driven Financial Adviser to join our team in Perth.

About the Role

Youll onboard and manage a portfolio of clients building enduring relationships that foster trust and deliver value. Our cutting-edge automated workflows including outsourced advice documentation empower you to focus on what you do bestadvising clients.

What We Offer:

  • Compensation that Reflects Your Value: A competitive fixed and variable remuneration package that recognizes not only high performance but also those who exemplify our core behaviours and the right attitude.
  • Career Growth: Opportunities to advance as we expand our presence in WA.
  • Supportive Environment: Join a team that values collaboration and professional development.
  • Flexibility: Some travel required within Perth and surrounding suburbs.

What Were Looking For:

  • Client Focus: Passionate about delivering high-quality client-centric financial advice.
  • Adaptability: Able to work with diverse clients and develop tailored strategies to meet their goals.
  • Growth-Oriented Mindset: Whether youre an experienced adviser or a recent entrant we value a willingness to learn and grow.
  • Leadership: Capable of guiding support staff to deliver outstanding client service.

Key Responsibilities:

  • Engage new and existing clients through discovery advice presentation and progress meetings.
  • Originate and convert new client opportunities in alignment with company values and pricing philosophy.
  • Utilise our advanced tools such as Wealth Central to streamline processes and maximize impact.
  • Uphold compliance standards and contribute to the continuous improvement of our advice delivery process.
  • Leverage networks and referrals to drive business development for yourself and the wider team.

Qualifications & Skills:

  • Qualifications to be a registered Authorised Representative of RI Advice Group.
  • Commitment to ongoing professional development and education requirements.
  • Strong communication skills and the ability to articulate the value of financial advice.
  • A dedication to embodying our brand values and supporting the performance uplift of the business.

Join us in shaping the future of financial advice in Perth. Take on a role that challenges rewards and grows with you.

How to Apply:

Submit your resume and cover letter to with the subject line Financial Adviser Application Perth.


Required Experience:

IC

Employment Type

Full-Time

Company Industry

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