Job Description

As a financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform, helping them to follow their strategic plan and achieve their financial goals. You will utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service and provide positive customer interactions that educate and empower customers.

It would be preferential if you have a strong social media following and/or willing to promote on your own social media. We would love for you to represent Wealth Max in podcasts, interviews and possible news shows. 

Collaborate with our dynamic team and make a real impact in customers lives! 

You will need to be an authorised representative of NobleOak, though this does not preclude other authorised representations. We will occasionally require your presence at our Sydney office for internal meetings.