20 Sep
|
Woods
|
Melbourne
Woods & Co Recruitment
are proud to be partnering with a well-established Melbourne-based financial advisory and insurance specialist firm, who are seeking an experienced Financial Advisor to join their growing team.
What's in it for you?
Salary of $120,000 - $140,000 + super
All back office and admin work is taken care of for you
Meetings are pre-booked - you simply walk in and deliver the advice
Join a supportive, collaborative team with a robust focus on client outcomes
Genuine career progression on offer for the right candidate
What you'll do:
Deliver tailored financial advice across superannuation, life insurance, and risk products
Attend pre-scheduled client meetings and provide expert recommendations
Conduct in-depth analysis of clients' financial situations, goals, and investor profiles
Build long-term client relationships based on trust and quality advice
Keep up to date with product and market changes across the super and insurance space
What we're looking for:
Current RG146 / relevant financial advice qualifications and AFSL authorisation
Proven experience providing financial advice, ideally within superannuation and/or insurance
Strong communication skills with the ability to simplify complex information for clients
A client-first mindset and high attention to detail
Ability to work autonomously once meetings are handed to you
Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or linguistically diverse backgrounds, all members, and genders of the LGBTQI community and people with disability.
#J-*****-Ljbffr
📌 Financial Adviser (Melbourne)
🏢 Woods
📍 Melbourne