Experienced Financial Adviser (Commission Based)

Zohorecruit; United States; Remote; USD 70,000 - 120,000; Full time

Job summary

Pathfinders Consulting Pty (LTD) is seeking an Experienced Financial Adviser to join their national team. This commission-based role focuses on delivering financial planning, investments, and insurance guidance to clients nationwide.

The Adviser will build and manage a growing client portfolio, ensure regulatory compliance (FAIS, RE5, FSCA), and uphold high professional standards while pursuing uncapped earning potential.

Qualifications

• Minimum of two years financial planning experience.
• FAIS qualification reflecting at least 120 credits.
• Regulatory RE5 examination completed.
• Class of Business (COB) for Long Term Insurance and Investments completed.
• Proven track record in managing client relationships.
• FSCA Fit and Proper requirements met (character, honesty, integrity).

Responsibilities

• Deliver financial planning and advice across Long Term Insurance and Investments.
• Manage and grow a portfolio of clients through proactive relationship management.
• Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements.
• Maintain and update Class of Business accreditation for Long Term Insurance and Investments.
• Uphold personal integrity and professional standards in all client dealings.

Skills

Client relationships

Financial planning

Investments

Insurance products

Education

FAIS qualification (120 credits)

RE5

COB accreditation (Long Term Insurance & Investments)

Job description

Pathfinders Consulting Pty (LTD) | Full time

Experienced Financial Adviser (Commission Based)

Our Client, a leading financial services provider, is seeking an Experienced Financial Adviser to join their national team. This is a commission based opportunity for a seasoned adviser with a proven track record in financial planning, investments, and client relationship management.

About the Role

As an Experienced Financial Adviser, you will deliver comprehensive financial planning and advice across insurance and investment products, working with clients nationally. Our Client values advisers who combine technical qualification with a strong record of client trust and results.

Key Responsibilities

Deliver financial planning and advice across Long Term Insurance and Investment product categories

Manage and grow a portfolio of clients through proactive relationship management

Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements

Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments

Uphold personal integrity and professional standards in all client dealings

Requirements

Do you have a minimum of two years financial planning experience?

Do you hold a recognised FAIS qualification reflecting at least 120 credits?

Have you passed the regulatory examination for representatives, RE5?

Have you completed Class of Business (COB) for Long Term Insurance and Investments?

Can you demonstrate a proven track record in successfully managing client relationships?

Are you able to meet FSCA Fit and Proper requirements regarding character, honesty and integrity?

What Our Client Offers

Competitive, uncapped commission based earning structure

National opportunity to manage and grow an established or personal client portfolio