Australia
New Zealand
United Kingdom
Canada
Singapore
Malaysia
AI Job Summary
- Deliver high quality, compliant, client-centric financial advice aligned with CAA’s CVP, investment philosophy, and/pric
- Develop compliant and appropriate advice strategies that support client goals.
- Lead the immediate support team to provide consistent, high quality client service.
Role Type
On-site • Permanent • Full-time • Mid-level Senior
Description
The Financial Adviser is responsible for delivering high quality, compliant and client-centric financial advice in alignment with CAA’s Client Value Proposition (CVP), Investment Philosophy and pricing model.
The role focuses on:
- Client Engagement – Delivering professional, strategic advice to new and existing clients.
- Client Service – Leading your immediate support team to provide consistent and high quality service.
- Revenue Growth & Management – Growing and maintaining a profitable client base aligned with CAA pricing philosophy.
- Advice Philosophy – Embodying and applying CAA’s CVP, Investment Philosophy and Advice Process.
- Strategy Development – Developing compliant and appropriate advice strategies that support client goals.
see full position description for further details and information.
Company Overview
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
