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