Senior Financial Adviser - City of Boroondara, Australia - Tribeca Financial

Description

At Tribeca Financial we're about helping people live their 'Good Life'. Financial planning is just the ways and means to getting there. We are people people. We help our clients work out what they want out of life through a deep understanding of their personality, goals and aspirations, evaluating their financial potential and mapping a strategic path for achieving it.

Our Purpose: Be brave, Screw the status quo and Live your 'Good Life'. Does this resonate with you?

We live by our values: Respect, Innovation, Commitment, Honesty, Empathy. These values come naturally to you.

What is My Good Life? My Good Life isn't about chasing status or fortune, living a life of excess, flaunting your means and inflated egos. My Good Life is a way to describe the life that any given person would like to live – for happiness, now and in the future.

About 'The Tribe'

Our Financial Advisers are next level, we pride ourselves on being champions of the client experience. Our tribe pride themselves on giving precious time back to our clients. We ensure our clients can relax and get on with life, leaving behind the stress and worry of money by knowing that they are implementing their financial roadmap that will achieve their short and long-term goals. We're currently growing and would love the right person to join us.

About the role

We are looking for an absolute 'A-Grade' Adviser who not only understands and thrives to live their version of 'My Good Life' but is also extremely passionate about our clients living theirs too. This is a permanent, full time role based in our amazing, purpose-built office in Hawthorn.

Key responsibilities:

· Add to and enhance the culture within Tribeca (high performance)

· Providing financial advice to a select group of our existing clients

· To engage new advice clients into the Tribeca family

We are on the hunt for an exceptional person (first and foremost), as well as an 'A Grade' Adviser. We are looking for the person with the right aptitude and attitude who wants a long-term position in a fantastic organisation.

To be successful in this role, you will have:

· At least 5 years' experience as an Adviser.

· Working experience with the Microsoft Office Suite.

· A can-do attitude and high levels of resilience.

· Emotional intelligence. You are a naturally bubbly, caring and show real

empathy.

· Pride in your work with a fast, effective and highly proactive approach.

· Great attention to detail and excellent time management skills.

· Delight in interacting with clients and pride yourself on an exceptional

Required:

· Tertiary level qualification.

How to apply

To apply, select 'Apply for this job', attach a copy of your resume, and a cover letter describing why you are the 'A Grade Adviser' we are after and how you live your 'Good Life'.

Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

How many years' experience do you have as a financial adviser?

How many years' experience do you have in a wealth management?

Have you completed a qualification in financial planning?

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