Financial Advisor

Make six-figure income + super + generous incentives.

Great collaborative and supportive team environment

High growth potential and outstanding exposure to latest CRM and online technologies.

Offering full in-house financial solutions and wealth planning services

Be part of a growing team with strong values and high standards and receive clients immediately from our strong referral system and sales/marketing hub support.

Our Environment

Forward Wealth is a collaborative, technology-driven and self-sufficient, independent working environment that is focused on building wealth for our clients and our people and we need individuals like you to join our growing team.

When you work with Forward Wealth you will become a stakeholder in a company that values diverse thinking, promotes collaboration and encourages innovative thinking. Our environment offers exciting and great opportunities for professional and personal growth whilst helping you make the most of your life, both professionally and personally.

We are looking for individuals that value freedom and independence and have the desire to be the master of their domain and run their own business. We value people with integrity and unwavering willingness to help clients achieve their financial goals and deliver the best solutions with enthusiasm and efficiency.

Forward Wealths Advice Approach

At Forward Wealth, we have reengineered the advice process to help our clients identify and achieve their goals putting them back in control of their wealth and financial future. Combining holistic interaction with personalised expert advice via our FW360 program and help our customers to explore, plan, track and most importantly realise their goals.

About Forward Wealth

Our business is a goals-based advice firm that has retirees, businesses and wealth accumulation clients. We offer our team high-level professional development via internal and external training and education.

We are a privately-owned financial planning group on the Gold Coast. We offer financial solutions for life and a range of holistic financial planning packages that look at the complete picture of their clients financial health & wellbeing. The Firm employs a team of highly qualified and experienced consultants who are passionate in guiding individuals and their families through lifes financial journey. Forward Wealth is a top place to work because of their collaborative work environment and focus on empowering their team and servicing high-level clients.

This is a diverse and growing business offering an opportunity to qualified Financial Advisors to build on their expertise with a competitive salary, incentives and great career opportunity and prospects for technology-driven future business expansion.

Requirements:

Were looking for a Financial Advisor with at least 3-5 years experience in providing holistic advice to an existing book of clients in the following essential areas:

  • Strong technical knowledge in financial planning
  • Awareness of compliance and legislative requirements
  • Understanding and experience with XPlan software
  • Superannuation and retirement planning
  • SMSF planning
  • Personal insurance
  • Wills and estate planning
  • Investment advice
  • Investment portfolio management

Preferred but not essential skills:

  • Business insurance
  • Tax planning
  • Asset protection

This opportunity offers high flexibility and growth potential to build a rewarding business within a collaborative and effective advice team supported by a powerful sales and marketing hub.

If you enjoy a challenge and would like to be part of our dynamic, growing and exciting company, then please press Apply Now

Only applications that include a COVER LETTER addressing the selection criteria and UPDATED CV will be considered.

Send your application to:Applications close 15th June 2020

NO PHONE CALLS

Wealth Sharing, Inclusion & Diversity

Forward Wealth rewards stakeholder results and recognises individual differences and welcomes people from a variety of life and work experiences. The creativity and diversity of our people are core to our ability to innovate, grow and to fulfil our collective aspiration of helping people to create their own rewarding future.

09/06/2020 $0 Gold Coast 1 Banking & Financial Services
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