Job Description
Overview n
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 prospect 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.
Responsibilities n
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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 new clients
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Bring a creative mindset to add value to the company's overall strategy
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Qualifications n
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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 () or apply via the portal.
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