We are seeking experienced and driven Financial Advisors to join well-established financial planning firms located in the CBD and surrounding areas.
Excellent opportunity to work with agile teams that emphasize qualified growth and client-focused services.
Role are for small boutique practices, mid-tier & larger financial services companies based in Melbourne & wider Australia.
Responsibilities
Collaborate with a team of experienced professionals to provide personalised financial advice to clients
Contribute to the creation of high-quality advice solutions tailored to each client's needs
Cultivate and maintain long-term relationships with referral partners
Manage existing clients and facilitate the on-boarding of new clients
Bring a creative mindset to add value to the company's overall strategy
Qualifications
Must have experience in Financial Planning in Australia
Bachelor's degree in Finance or related field
FASEA Approved Qualifications
Qualified Year completed
Excellent interpersonal skills
Please submit your resume to Sean ( ) or apply via the portal.
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