Trusted Financial Adviser - Personalised Wealth Strategy

Coastal Advisory Australia Pty Ltd; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Discounted Financial Advice

Complimentary Annual Tax Returns

Salary sacrificing for Novated Leases

Purchased leave options

Guiding principles culture

Job summary

Coastal Advisory Australia Pty Ltd – Melbourne VIC is seeking an experienced Financial Adviser. You will build trusted client relationships and deliver tailored strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

Join a supportive team with access to experienced Client Service and Technical Support, and a network of specialists to help you deliver quality advice and memorable client experiences.

Qualifications

• Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
• Strong technical knowledge and advice capability.
• Ability to explain complex information clearly and build client trust.

Responsibilities

• Build trusted, long-term client relationships.
• Provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance.
• Grow client portfolio through referrals and Coastal’s marketing activity.
• Collaborate with specialists across lending, accounting, insurance and Centrelink.

Skills

Financial advisory expertise

Client relationship building

Compliance knowledge

Australian financial regulations

Education

ASIC Financial Adviser registration or eligibility

Job description

Coastal Advisory Australia Pty Ltd – Melbourne VIC is seeking an experienced Financial Adviser. You will build trusted client relationships and deliver tailored strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

Join a supportive team with access to experienced Client Service and Technical Support, and a network of specialists to help you deliver quality advice and memorable client experiences.