Invest Blue is a dynamic and growing business and there are always opportunities to join our team.
At the moment we are specifically looking for:
A Financial Planner’s role is to demonstrate Invest Blue’s point of difference by understanding our clients’ needs, challenging them to articulate their goals, informing them of considered strategies, empowering them to take action and supporting them to achieve their goals, and reviewing their situation to help keep them on track.
A Credit Adviser’s role is to work with and assist our planners in the provision of banking advice including awareness of the banking industry, structure and products, as well as an understanding of the overall banking process from start to finish, including product recommendations, compliant advice delivery and lodgement.
Working alongside our Salesforce Administrator and external IT partner, our IT Guru’s role is to manage the smooth operation of all software, hardware and communication systems. The role involves infrastructure planning and execution as well as project planning and execution.
If you have a passion for helping people and being part of a highly motivated team, we would like to hear from you.