Description
Ready to Transform Lives — Including Your Own?
Imagine working for a firm where your advice doesn’t just grow wealth — it changes futures. At Alman Partners True Wealth, we’ve been empowering Australians to achieve financial freedom since 1985. As an award-winning, independent financial advisory firm, we’re passionate about making a real difference for our clients and our community. As the 2022 FPA Professional Practice of the Year, we’re proud to set the benchmark for excellence. Now, we’re looking for a Fully Qualified Financial Adviser to join our Mackay team and help us shape the future of financial advice.
Your Opportunity
Due to continued growth, we have an exciting opening for a Fully Qualified Financial Adviser to join our Mackay office. This is your chance to work with an independent, highly respected firm that values integrity, innovation, and client success.
What You’ll Do
- Manage and nurture a portfolio of clients, delivering tailored financial strategies that protect their lifestyle and achieve long-term goals.
- Provide comprehensive financial planning and investment advice aligned with clients’ best interests.
- Present Statements of Advice and Records of Advice with clarity and confidence.
- Build strong, lasting relationships with clients and referral partners.
- Ensure compliance with Alman Partners’ AFSL and uphold the highest professional standards.
Why Choose Alman Partners?
- Be part of an award-winning team that values your growth — professionally and personally.
- Competitive salary and benefits package designed to reward your expertise.
- Supportive, collaborative culture where your ideas and contributions matter.
- Work with a firm that’s shaping the future of financial advice in Australia.
Ready to Take the Next Step?
If you’re passionate about financial advice, dedicated to excellence, and looking for a place where you can thrive, Alman Partners True Wealth is the perfect fit. Apply now and join a team that’s redefining financial advice. Ready for an immediate start.
Requirements
What We’re Looking For
- Approved qualification and successful completion of the Financial Adviser Exam.
- Professional Year completed (if applicable).
- Minimum 3 years’ experience in financial planning or advisory roles.
- Exceptional communication and interpersonal skills.
- CFP designation or equivalent (highly regarded but not mandatory).
- A collaborative mindset and commitment to excellence.
