AI Job Summary
Deliver high quality, compliant, client-centric financial advice aligned with CAA’s CVP, investment philosophy, and/pric
Develop compliant and appropriate advice strategies that support client goals.
Lead the immediate support team to provide consistent, high quality client service.

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Role Type

In office • Permanent • Full time • Mid-level Senior

Description

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
Client Engagement – Delivering professional, strategic advice to current and existing clients.
Client Service – Leading your immediate support team to provide consistent and high quality service.
Revenue Growth & Management – Growing and maintaining a profitable client base aligned with CAA pricing philosophy.




Advice Philosophy – Embodying and applying CAA’s CVP, Investment Philosophy and Advice Process.
Strategy Development – Developing compliant and appropriate advice strategies that support client goals.

see full position description for further details and information.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.

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