We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients.
Responsibilities:
- Develop comprehensive financial plans for clients based on their goals and risk tolerance
- Provide investment advice and recommendations
- Assist clients in retirement planning, estate planning, tax planning, and insurance needs
- Monitor and review clients' financial situations regularly
- Stay up-to-date with financial industry regulations and best practices.
Experience:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience in financial planning or related field
- Solid knowledge of financial services products and regulations
- Excellent communication and interpersonal skills.
Schedule:
Monday to Friday
Work Authorisation:
Australia (Required)
Location:
Shepparton, VIC (Preferred)
Salary:
$90k to $110k plus super (based on experience)
#J-18808-Ljbffr
📌 Financial Planner (Greater Shepparton City)
🏢 Sky Recruitment Australia
📍 Greater Shepparton City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.