Financial Advisor (BB-CC291)
Found in: Neuvoo Bulk AU
Hi, we're Thrive Advice, a group of Accountants and Business Advisor's based in beautiful Orange. We believe that businesses are the heart of our community and it’s our mission to help the families and individuals within them thrive. We have 50+ years… of partner experience, 3000+ clients… across NSW and 1 direction… our clients' future growth!
And... right now we're looking for a switched on, growth and service-minded individual to join us as our next Financial Advisor. As a Financial Advisors with Thrive, you'll play a critical role in the business, having responsibility for providing the highest level of proactive service to existing clients. You'll work closely with an experienced processing team to ensure our clients receive accurate and timely support. With a focus on getting things done right the first time the practice prides itself on possessing expert knowledge, efficiency and use of technology.
Who are you?
We'd like you to have at least 2 years experience in a similar role and be FASEA qualified. More importantly though, would people describe you as...
- Self-confident and intelligent
- You've got commercial 'smarts'
- A doer - you solve issues and get results
- Diplomatically assertive
- Sociable... but you get on with the job too - clients are confident that you're on the job
- You love a good policy, procedure and process
- Glass-half-full - but not blindly optimistic
- A confident decision-maker
- Comfortable being held accountable
- A natural leader who takes the initiative
- Having a balanced view of the world, calling on facts while also using your intuition
- Willing to learn and ask questions
If yes... and you have the personal confidence to handle the occasional Type-A business client, we should speak!
Provide advice and guidance to new clients to help them live their best life.
Get to understand your clients in a deeply personal way by following a structured process built on the clients values, goals and challenges.
Have regular 'Pathway' sessions with clients to guide them towards their goals.
Work with mainly high income professionals that are wanting to make their most of their money.
Be part of a world-class culture and a team environment like no other in advice.
Collaborate with our advice partners across property, accounting and mortgage broking to manage the client's financial strategy
Why would you?
Well, we're a growing firm with solid foundations. We're very much a future-focussed firm. We do interesting work - we're not just a boring number crunching firm. We absolutely embrace technology and we have a genuinely strong teamwork culture. You'll be supported by a CSO and Paraplanner.
Sound interesting? Why not hit the Apply button and build your profile? (No need for a CV or cover letter). Do a little 10-minute self-assessment that tells us a bit about your nature - and we'll be in touch!
EVERY application will be acknowledged. EVERY applicant will be advised the outcome of their application.
Thrive Advice is an equal opportunity employer and we encourage applications from all people who believe they have the right blend of experience and character.
calendar_today2 days ago