Financial Adviser - Remote

Overview

About PictureWealth : we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering “ More Advice to More Australians ”, making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Brisbane CBD, Gold Coast, Adelaide, and Perth, we specialise in delivering best-in-class financial outcomes tailored to our clients’ unique goals.

Our team of talented specialists and experienced planners works seamlessly to provide high-quality advice and exceptional client service. We strive to provide practical financial solutions that empower individuals to make informed decisions and confidently navigate their financial journey.

About the role

We’re experiencing rapid growth and are looking for Financial Advisers who are passionate about delivering client-focused service at the highest standard. Our streamlined model enables you to focus on providing quality advice, while our professional support team handles compliance and administration. This is an opportunity to thrive in a client-centric, technology-driven environment.

Key responsibilities

• Providing phone-based advice, allowing our clients to access the benefits of our services from the comfort of their own home and with minimal interruption to their day
• Reviewing and providing financial advice to clients who have been with us for at least 12 months, focusing on superannuation, insurance and retirement planning
• Completing annual reviews with clients, including a review of their superannuation, personal insurances and retirement planning needs
• Ensuring Statement of Advice documents sent to clients are compliant and contain up-to-date information relevant to the client
• Managing new client portfolios and building new client relationships
• Providing ad hoc advice on superannuation, insurances; estate and retirement planning
• Assisting a team of Associate Advisers by providing professional guidance and skilled mentorship

The successful applicant

Apply

If you’re looking for a rewarding role where your skills and dedication make a difference, we’d love to hear from you! Visit www.picturewealth.com to learn more about us.

For any inquiries, please contact peopleculture@picturewealth.com.

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