Careers
Invest Blue is committed to developing and maintaining teams of highly skilled people with our culture rewarding and encouraging innovation. We are committed to growing our people through structured training, providing rewarding career paths and continued professional development. We foster and provide opportunity for appropriate work life balance for our people.
Financial Advisers
Are you someone who wants to work for a Financial Planning practice that placed top 5 as a Great Place to Work in Australia and Best Place to Work for Women™ 2022?
Key role responsibilities will be:
Desired Skills and Experience:
In order to be successful in this role, you will need to possess the following skills and experience:
- Technical knowledge related to financial advice
- Knowledge of regulatory and legislative obligations
- Experience providing financial advice to clients
- Client facing Client service / business development experience
- Demonstrated ability to build and maintain effective relationships with a variety of stakeholders
- Demonstrated ability to plan, prioritise and schedule work targets / activities with minimal supervision
- Proven ability to work towards and meet agreed targets
- Experience with using financial planning software (e.g., Salesforce) desirable, but not mandatory
Qualifications:
- FASEA higher education requirements met, or in the process of attaining
- Current non-restricted driver’s license for the relevant state or territory
- Standard background checks including but not excluded to criminal history, bankruptcy, ASIC
What we offer:
When you become a valued team member at Invest Blue, there are a wide range of benefits on offer. Some of these include:
- An offer of a free financial plan
- Trial underway for all full-time people to benefit from a 9-day fortnight while remunerated for 10.
- Your birthday day off
- Community time off to volunteer for a community initiative or chosen charity
- Celebrating with the business at our annual “Celebrate the Wins” event (all paid for by Invest Blue).
- Learning and development opportunities
This is a great opportunity to be in a diverse role where no day is the same and the work you do can have a noticeable impact on the business and its clients.
An excellent remuneration package will be offered and is dependent on the level of education and experience.
If you would like to apply for any of these roles, please email your covering letter and resume to rebecca_lennon@investblue.com.au
If you have a passion for helping people and being a part of a highly motivated team, we would like to hear from you. Check out the job descrptions below to see if we are a right fit for you.
Client Support Officers
Financial Advisers
Management Accountant
Associate Advisers
New Roles coming soon
New Roles coming soon
If you would like to find out more about Invest Blue or how we can help you live your best possible life, please get in touch.
Make your financial dreams a reality.
