About the role

Join our dynamic team at Capital Guard AU Pty Ltd as a Financial Adviser. In this full-time position based in Sydney, NSW, you will play a crucial role in providing personalised financial planning solutions to our valued clients. As a Financial Adviser, you will be at the forefront of helping individuals and families achieve their financial goals and secure their financial futures.

What you'll be doing

Conduct comprehensive financial assessments to understand clients' unique circumstances, goals and risk profiles

Develop tailored financial plans covering investment strategies, retirement planning, insurance, and tax optimisation

Present financial recommendations to clients in a clear and engaging manner

Manage client portfolios and monitor performance to ensure ongoing alignment with objectives

Stay up-to-date with industry regulations, products and best practices to provide highly informed advice

Build and maintain strong client relationships, providing exceptional customer service

Collaborate with the broader team to share insights and contribute to the company's growth

What we're looking for

Minimum 3 years' experience as a qualified Financial Adviser

Relevant tertiary qualifications in finance, economics, or a related field

Demonstrated expertise in financial planning, investment management and risk mitigation strategies

Strong analytical and problem-solving skills to assess complex financial situations

Excellent communication and interpersonal abilities to effectively educate and guide clients

Thorough understanding of financial products, regulations and industry trends

Ability to work independently and as part of a collaborative team

Passion for helping clients achieve their financial goals

What we offer

At Capital Guard AU Pty Ltd, we are committed to providing a supportive and rewarding work environment. As a Financial Adviser, you can expect:

Competitive remuneration package with performance-based bonuses

Ongoing professional development and training opportunities

Flexible work arrangements to support work-life balance

Access to state-of-the-art technology and tools to enhance your service delivery

Vibrant company culture with regular social events and team-building activities

About us

Capital Guard AU Pty Ltd is a leading financial services company dedicated to helping individuals, families and businesses achieve their financial goals. With a strong focus on personalised advice and ethical practices, we have built a reputation for delivering exceptional results and outstanding client satisfaction. Join our growing team and be a part of our continued success story.

Apply now to become our next Financial Adviser and take the first step towards a rewarding career with Capital Guard AU Pty Ltd.