Powered by pgvector · cosine kNN
MiQ Corporate Services
About the role
About the role
In this role, you will take over and nurture an existing book of quality clients while actively engaging new ones through your technical expertise and authentic approach. You will deliver comprehensive, high-quality personal financial advice tailored to complex client needs within a well-established, innovative Sunshine Coast team.
Key responsibilities
Deliver comprehensive, high-quality personal financial advice tailored to complex client needs
Deepen relationships within an established, active client book
Expand the business through demonstrable development and networking skills
Work seamlessly with dedicated support staff to ensure outstanding service delivery
Contribute positively to collaborative team culture and office environment
About you
Meet current professional standards for providing personal financial advice in Australia
10+ years of experience as a Financial Planner is highly desirable
In-depth knowledge across all facets of comprehensive advice including SMSF, estate planning, and tax
Exceptional client relationship capability with excellent verbal and written skills
Seeking a rewarding, long-term opportunity with potential partnership pathways
About us
Founded in 2015 by eight passionate Advisers, MiQ Private Wealth is a premier self-licensed national firm with over 50 professionals across seven Australian offices. Managing more than $1.9B in client funds, we are deeply dedicated to helping Australians achieve true financial wellbeing through comprehensive, high-quality, holistic advice and outstanding client service.
Benefits
Competitive remuneration based on experience
Flexible work arrangements
Strong performance rewards
Heavy focus on professional development and networking
Collaborative culture with opportunities to help shape the business through participation in key forums such as the Investment Committee
Your match
See how you fit
Scored against this job in seconds
Your account
Sign in to apply
Your profile and your match for this job appear right here.
By continuing you agree to our Terms and Privacy Policy.
Next step
Apply for this role
via Seek — opens their site
Applications via Seek
Your job hunt, handled
Ask about any role and get a straight answer on your fit. Then stop searching: new matches land in your WhatsApp the moment they’re listed.
Free for jobseekers
First Financial
About the role As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically inc…
First Financial Pty
About the role As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically inc…
Williamson Partners Financial Planning
We are seeking an experienced and motivated Financial Planner to join our team. This role is suited to a professional adviser who is passionate about building trusted client relationships, providing strategic advice, …
PictureWealth
Exciting career opportunities for Financial AdvisersFlexible work locations: Remote, Gold Coast, Brisbane, and PerthEligibility to participate in our Sales Incentive SchemeFull-time roles available with attractive ben…
Septennial Group
Your Future Strategy, a part of the Septennial Group, is redefining the way professional advice is delivered. We believe clients deserve more than standalone advice. They deserve a trusted team that understands the bi…
My Wealth Solutions
Financial Adviser My Wealth Solutions · Gold Coast · Full-time The opportunity At My Wealth Solutions, we've built something rare: a growing, boutique advice practice built around two things -looking after our clients…
