Financial Adviser / Wealth Coach

Brisbane City, Albion or Southport Locations Available

As one of the industry’s leading holistic wealth creation dealer groups we seek a relationship focused Adviser to help increase our holistic planning client base utilising our unique, purpose built software and systems.

This is a rare opportunity for you to “do it different, to do it right” for “average” Australian wealth creators within a truly holistic, lifestyle planning group. As a driven relationship orientated Adviser, you will have the opportunity to work closely with your clients on an ongoing basis to make a significant difference in achieving their financial goals.

This role operates within a highly respected financial planning dealer group specialising in the provision of unique wealth creation advice. We also offer retirement, lending, estate planning, salary packaging and life insurance services, so an understanding in any of these disciplines will assist in your success in this role.

We are primarily a fee for service dealer group providing fantastic opportunities for highly motivated front line Advisers.

If you would like to:

• Provide “life changing” wealth creation education, coaching and holistic strategies outside the standard industry norm;

• Gain a start in the industry, or simply seek a change from outdated transaction based planning;

• Spend more time with clients and less time on administrative tasks; and

• Increase your ability to provide high quality service whilst earning greater income; then

THIS MAY WELL BE THE OPPORTUNITY YOU SEEK!

• Completed modules 1 to 4 of an industry recognised Diploma of Financial Planning certification;
• Five years (minimum) of proven sales results;

• A driven client service ethic;

• A strong desire to work as part of a close knit team; and

• A passion for assisting middle class Australians to achieve their “having money” dreams.

• A background in household cashflow or mortgage management would be highly regarded.