Financial Adviser - Brisbane CBD
Virtual Financial Group Pty Ltd
Posted 11 days ago
About the role
Join the growing team at Virtual Financial Group Pty Ltd as a Financial Adviser based in our Brisbane CBD office. As a Financial Adviser, you will play a key role in providing strategic financial advice to our clients, helping them achieve their financial goals. This is a full-time, permanent position located in our centrally located Brisbane office.
What you'll be doing
Meet with clients to understand their financial situation, goals and risk profile
Research and analyse client data to provide tailored financial recommendations
Present comprehensive financial plans to clients
Manage client investment portfolios and monitor their progress
Stay up-to-date with changes in financial regulations and products
Collaborate with other financial professionals to deliver holistic advice
Build and maintain strong, trusted relationships with clients
What we're looking for
Minimum 2 years' experience as a qualified Financial Adviser
Relevant tertiary qualifications and ASIC qualified.
Proven track record of providing high-quality financial advice to clients
Excellent communication and interpersonal skills to engage with clients
Strong analytical and problem-solving abilities
Ability to work collaboratively within a team environment
Commitment to ongoing professional development
What we offer
At Virtual Financial Group, we are dedicated to supporting our employees' professional and personal growth. Some of the key benefits of working with us include:
Competitive salary and performance-based bonuses
Ongoing training and development opportunities
Flexible work arrangements, including the option to work remotely
Opportunity to work with a dynamic team of financial professionals
About us
Virtual Financial is a leading financial services provider, specialising in delivering personalised and comprehensive financial advice to individuals and businesses. With a strong focus on innovation and client-centric service, we are committed to helping our clients achieve their financial goals and secure their financial futures. Join our team and be a part of our continued growth and success.
Apply now to become our next Financial Adviser in Brisbane CBD.
About Virtual Financial Group Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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