Jobs Board

Financial Adviser for millennials🧘‍♀️🧗 – Remote/WFH

Sufficient Funds

The business

The role

We're looking for a Financial Adviser to join our superstar team.

Background
Five years ago we created a business model that does a lot more than just spit out SOA’s and provide reviews each year. With our ground-breaking, and paid, first meeting, the “Defining Sufficient session”, we dive deep into our clients lives to help them truly understand what matters to them before creating a money plan that brings it all together and lights their financial worlds on fire.

With a waterfall of warm leads, we’ve had 100%+ year on year growth since day 1 and our SF Dream Team has swelled from 2 to 25 including 3x advisers and 3x mortgage brokers.

The role
💥 full-time employed, remote and highly flexible - there’s no clock-watching at SF
💥 you are the face of SF for your clients. Conducting our hugely popular, and heavily impactful Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
💥 following a meticulous and proven process to engage and ensure successful delivery of Plans to 8+ new clients each month
💥 work in a collaborative and consultative manner with your support team (an existing pod including associate, paraplanner & admin) to develop and deliver strategies that are not only in the best interest of our clients, but that consistently blow their minds
💥 highly competitive remuneration package

Skills and experience

🌟One team, no egos. You are energised by joining an inclusive, collaborative environment, where we positively challenge each other to “Learn. Grow. Repeat.”
🌟High emotional intelligence that you utilise to have difficult conversations, being a leader for your clients every time it's required and showing them you will always go “Beyond Sufficient”.
🌟Be a strong active listener and have the ability to engage and motivate potential and current clients to see and enjoy the immense value we can add to their lives
🌟Strong compliance history
🌟Degree qualified & FASEA ready with 3+ years’ experience as a Financial Adviser
🌟Proven ability to successfully manage client relationships
🌟Be a self-starter who thrives with complete autonomy