Job Description
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: n
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Develop comprehensive financial plans for clients based on their goals and risk tolerance
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Provide investment advice and recommendations
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Assist clients in retirement planning, estate planning, tax planning, and insurance needs
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Monitor and review clients' financial situations regularly
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Stay up-to-date with financial industry regulations and best practices.
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Experience: n
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Bachelor's degree in Finance, Accounting, Economics, or related field
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Certified Financial Planner (CFP) designation preferred
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Minimum of 3 years of experience in financial planning or related field
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Solid knowledge of financial services products and regulations
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Excellent communication and interpersonal skills.
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Schedule: n
Monday to Friday
Work Authorisation: n
Australia (Required)
Location: n
Shepparton, VIC (Preferred)
Salary: n
$90k to $110k plus super (based on experience)
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📌 Financial Planner (Victoria)
🏢 Sky Recruitment Australia
📍 Victoria