Are you a detail-oriented and a motivated individual with a passion for helping people with their money?

Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts. We are a young & energetic team with the ability for growth in your role.

We at Everest Wealth are seeking a Client Service Officer to join our team and provide crucial support to our financial planners. This is an exciting opportunity to gain exposure within the industry, with a company that prides itself on supporting graduates grow in their careers in Financial Planning.

Requirements
Have finished studying/almost finished studying a relevant degree.
Have an interest in the Financial Planning industry.




Solid attention to detail and organisation skills
Experience with the Microsoft Suite (e.g. excel, outlook, word)
Strong communication and interpersonal abilities

Advantages:
Market-competitive salary & great growth opportunities.
Positive and cooperative work environment.

Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future. Apply today and become an integral part of our team working towards our goal of providing advice to all young Australians.

📌 Client Service Officer Melbourne (Australia)
🏢 Everest Private Wealth
📍 Australia