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Financial Adviser

Financial Adviser

Verse Wealth

or

Remote

|

JOB OVERVIEW

Multi-award-winning | Independent | World-class client experience | Fast-growing | Crazy high lead volumes

Seeking a great Financial Adviser with strong technical knowledge, the ability to build relationships, and a passion to help clients live their best life.

ABOUT US

We started because we knew people needed a new kind of financial advice.

We believe advice is not just about money - it's about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

We're here to help people live their best life, that's our 'Why,' To deliver on this, our approach is based on the values, goals and challenges of our clients, and embraces their whole financial life. We've created a client experience that is modern, technology-enabled, and high in connection and impact. As a testament to this, we recently won the FPA's inaugural Advice Innovation Award.

To learn more about us, visit: www.versewealth.com.au

Our culture

At Verse, we're all about people and culture.

We think that when you get people and culture right, everything else starts falling into place. We are a real team, not just a group of people that work at the same company.

To fit in, you must be obsessive about the value of advice, check your ego at the door and be ready to consistently improve yourself and the value we provide to clients.

You'll work in an autonomous environment where you don't need to clock on or off. Instead, you'll have real control of your day and schedule, with the ability to work remotely frequently.

REQUIREMENTS

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 our structured process built on the clients values, goals and challenges.

Have regular Journey sessions with clients to guide them towards their goals.

Work with mainly high-income professionals and pre-retirees 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.

To be a fit of the role, you must:

Have great character. That means you're a person of integrity and substance.
Be able to build relationships quickly.
Be confident in your abilities and value.
Not be afraid to have hard conversations with clients.
Be a life-long learner who is always improving.
Be willing to embrace our culture of radical honesty, innovation and selflessness.
Be wanting a long-term home for your career.
Have awesome time management skills and be great at prioritising.
Know that financial advice is about way more than selling people stuff.

Need not apply if you don't have:

Resonance with our values: https://www.versewealth.com.au/us

Strong technical skills.

3 years experience as a Financial Adviser.

Degree qualified (CFP or FchFP highly regarded)

Good level of investment and market knowledge.

A history of successful client management and outcomes.

Good compliance history and references.

Contact

corey@versewealth.com.au