National Financial Adviser — Uncapped Commission

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) 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.