Overview

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 dynamic teams that emphasize skilled 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
- Professional Year completed
- Excellent interpersonal skills

Please submit your resume to Sean ([email protected]) or apply via the portal.

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📌 Senior Financial Advisor (Melbourne)
🏢 The Andersen Partnership
📍 Melbourne