19 Aug
|
Coastal Advisory Australia Pty
|
Cairns
19 Aug
Coastal Advisory Australia Pty
Cairns
The Financial Adviser is responsible for delivering high quality, compliant and client-centric financial advice in alignment with CAA’s Client Value Proposition (CVP), Investment Philosophy and pricing model.
The role focuses on
1. Client Engagement – Delivering skilled, strategic advice to new and existing clients.
2. Client Service – Leading your immediate support team to provide consistent and high quality service.
3. Revenue Growth & Management – Growing and maintaining a profitable client base aligned with CAA pricing philosophy.
4. Advice Philosophy – Embodying and applying CAA’s CVP, Investment Philosophy and Advice Process.
5. Strategy Development – Developing compliant and appropriate advice strategies that support client goals.
see full position description for further details and information.
📌 Financial Adviser (Cairns)
🏢 Coastal Advisory Australia Pty
📍 Cairns