Financial Adviser: Build Lasting Wealth & Life Goals

coastal advisory australia; Melbourne; Presencial; AUD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discounted Financial Advice

Complimentary Annual Tax Returns

Salary sacrificing for Novated Leases

Purchased leave options

People First culture

Descripción de la vacante

Coastal Advisory Australia is seeking an experienced Financial Adviser to join our Melbourne team. You will deliver tailored financial strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

You’ll grow your client portfolio through referrals and Coastal’s marketing activity, supported by experienced Client Service and Technical Support teams to ensure compliant, high-quality advice and long-term outcomes.

Formación

• Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
• Strong technical knowledge and advice capability.

Responsabilidades

• Build trusted, long-term client relationships.
• Provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance.
• Identify opportunities to help clients achieve more.
• Grow your client portfolio through referrals, new opportunities and Coastal’s marketing activity.
• Collaborate with specialists across lending, accounting, insurance, aged care and Centrelink.
• Maintain high standards of advice, compliance and client care.

Conocimientos

Client relationships

Wealth creation

Superannuation

Investments

Retirement planning

Personal insurance

Descripción del empleo

Coastal Advisory Australia is seeking an experienced Financial Adviser to join our Melbourne team. You will deliver tailored financial strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

You’ll grow your client portfolio through referrals and Coastal’s marketing activity, supported by experienced Client Service and Technical Support teams to ensure compliant, high-quality advice and long-term outcomes.