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Financial Adviser | Futurist | CEO Founder | Public Speaker Company Description
Virtual Financial Advice is dedicated to providing boutique financial advice affordable for all Australians.
We utilise cutting-edge technologies that simplify understanding of our clients' financial position, giving them certainty and confidence to achieve their financial goals.
Our point of difference is we believe it's important for our clients to have a retirement plan so they know if they are on track.
We use boutique investments for our clients not available to industry funds or other Superannuation funds.
Role Description
This is a full-time on-site role for a Financial Adviser located in Brisbane City, QLD.
The Financial Adviser will be responsible for providing comprehensive financial planning including Superannuation, SMSF, retirement planning, insurances, and investment advice to clients.
Qualifications
Financial Planning degree or equivalent.
Experience in financial advice.
Strong knowledge of financial products.
Excellent analytical and problem-solving skills.
Effective communication and interpersonal skills.
Ability to work collaboratively in a team.
Attention to detail and accuracy.
Passed FASEA.
Strong compliance record.
Ability to follow KPIs and targets.
Can manage 200 plus clients.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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