Employment OS for your Business

Financial Adviser – Talent Pool

Client Services • Melbourne, Victoria 3000, Australia • Full-time
AI Job Summary
  • Provide comprehensive financial advice via advisory consultations, plans, and recommendations.
  • Assist with client servicing, meeting preparation, and implementation/portfolio support tasks.
  • Manage and service a client portfolio through relationship management, reviews, and follow-ups.

Role Type

Permanent • Full-time • Associate

Pay Rate

$100,000 AUD – $125,000 AUD (Annum)

Description

As a Financial Adviser with Apt Wealth Partners, you will embark on a journey of continuous learning, dedicated to expanding your knowledge and expertise in the financial services industry. Your role will revolve around delivering comprehensive financial advice to clients, ensuring their financial goals and aspirations are met. While building your proficiency, you will actively support a senior financial adviser in managing and servicing their client base. This collaborative approach allows you to gain valuable insights and experience while contributing to the overall success of our client-focused practice. Your dedication to learning, coupled with your commitment to excellence, will play a vital role in providing our clients with the highest level of service and financial guidance. As you continue your pathway to becoming a senior financial adviser, we are committed to supporting your growth and development, fostering your progression within our team, and contributing to the overall success of our firm.