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 Client Support Manager’s role is to provide exceptional client service to the clients of Invest Blue and to support the Advisers in delivering an exceptional level of service and consistent client experience.
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.
If you have a passion for helping people and being part of a highly motivated team, we would like to hear from you.