Senior Financial Advisor

Company Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement planning. We assist individuals, independent planners, and organizations in making informed and strategic financial decisions. Committed to sustainable growth, One26 focuses on empowering clients to achieve their financial goals and dreams. Our mission is rooted in the belief that helping others achieve their ambitions leads to mutual success. Located in Brisbane, QLD, we prioritize simplicity, security, and excellence in financial guidance. Role Description This is a full-time on-site role for a Senior Financial Advisor, based in Brisbane, QLD. As a Senior Financial Advisor, you will provide tailored financial advice to clients, focusing on financial planning, investments, retirement strategies, and financial goals. Key responsibilities include evaluating client portfolios, developing financial strategies, and ensuring effective communication with clients. You will be expected to build long-term client relationships and assist in navigating complex financial decisions. Qualifications Proficiency in Financial Planning and Retirement Planning to support clients in achieving their long-term financial goals.Strong expertise in Finance and Investments to guide clients in creating sustainable and strategic portfolios.Experience in Financial Advisory, including client relationship management, personalized financial solutions, and compliance with regulatory standards.Relevant financial qualifications or certifications (e.g., CFP, CPA) and a Bachelor's degree in Finance, Economics, or a related field.Excellent interpersonal and communication skills to effectively collaborate with clients and team members.Strong analytical mindset with attention to detail and a commitment to ethical financial practices.