Financial Adviser

Opportunity:

An exciting opportunity for a highly driven holistic wealth adviser wanting to take their career to the next level. Expand on foundational skills with new advice frameworks & set plays whilst gaining exposure our industry leading wealth accumulation, scenario modelling & client engagement software.    

About us:

An established and reputable multi-discipline financial services firm (12+ Years), located in South Perth.

Our ethos revolves around having an Exciting Life & Boring Money….not the other way round!! 

We specialize in providing SMEs, Executives, FIFO workers, and busy families with unparalleled strategy-based, holistic advice.

A young and dynamic team dedicated to providing exceptional advice outcomes whilst maintaining an awesome collaborative team culture.

The Role:

Work alongside highly experienced advisers, accountants & career support personnel. 

Deliver quality holistic strategy based financial advice to retail clients. 

Manage a portfolio of existing clients and grow this using our internal & network referrals.

Key Responsibilities:

• Collaborate with senior advisers for client consultations.
• Develop personalized financial strategies.
• Analise financial data and market trends.
• Support client engagement and relationship management.
• Assist in onboarding, advice implementation, and client management.
• Stay updated on industry regulations and best practices.

Requirements:

• Bachelor’s degree in financial planning or equivalent.
• 2 years of Financial Adviser experience. 
  • Completion of professional year (if relevant)
• All FASEA & educational boxes ticked
• Strong analytical, interpersonal & communication skills.
• Proactive attitude and genuine interest in helping others.

Benefits:

• Competitive salary with performance-based incentives.
• Comprehensive training and mentorship programs.
• Exposure to diverse clients and scenarios.
• Prime office location (with parking).
• Supportive and collaborative team environment.

If you’re passionate about financial planning and keen to further develop a rewarding career in financial advice, apply now. Submit your resume and cover letter outlining qualifications and motivations to ***@acute.com.au.

We look forward to receiving your application.