Associate Financial Advisor (Entry-Level Customer Service Pathway)

– Start as a Customer Service Officer and grow into a Financial Advisor –Job DescriptionLaunch Your Financial Advice Career with a 100-Year-Old Rockhampton FirmAre you a recent graduate with a passion for helping people make smarter financial decisions? Want to become a fully qualified Financial Advisor but don’t know where to start?This is a rare opportunity to join a respected accounting and advisory firm with over 100 years of history, known for their truly holistic advice and unwavering commitment to development.The OpportunityYou’ll begin your journey as a Customer Service Officer within our Financial Advisory division. This is not your average admin role — it’s a structured fast-track to become a fully-fledged Financial Advisor. You’ll gain exposure to real clients, shadow experienced advisors, and be supported through your Professional Year (PY).What You’ll Be DoingProviding high-level administrative and customer support to our Financial AdvisorsLearning the ins and outs of compliance, client onboarding, and advice documentationSitting in on client meetings and gradually taking on more responsibilityReceiving hands-on mentoring from senior advisorsProgressing into advice delivery as you complete your Professional YearWhy Join Us?Proven Development Path – We’ve successfully supported multiple team members through their Professional YearHolistic Advice Philosophy – Go beyond super and insurance; learn to support clients’ full financial livesLong-Term Career Growth – Build your future in a firm that’s been serving Queenslanders for over a centuryGreat Work-Life Balance – Work from home 1 day a week, and enjoy a 9-day fortnightAbout YouDegree-qualified in Financial Planning, Commerce, Accounting, Business, or similarGenuinely interested in becoming a Financial AdvisorOrganised, people-focused, and eager to learnBased in (or willing to relocate to) RockhamptonReady to start your advice career the right way?Apply now to join a firm that will invest in your future.Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in Australia?To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory. #J-18808-Ljbffr