At a Glance
- Tasks: Support experienced Advisers and engage in client meetings to enhance your skills.
- Company: Berritta Consulting, a dynamic firm focused on financial advice.
- Benefits: Gain valuable experience while progressing through your Professional Year.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: 3+ years in financial planning and a relevant qualification.
The predicted salary is between 72000 - 88000 $ per year.
Berritta Consulting is seeking an Associate Adviser to work alongside experienced Advisers, gaining exposure to the full advice journey and client meetings.
You will develop technical and relationship skills while progressing through your Professional Year in a collaborative environment.
Ideal candidates have 3+ years in financial planning, experience in client services roles, and a qualification in financial planning.
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Associate Adviser – Client-Facing Path to Financial Adviser in Sydney employer: Berritta Consulting
Join a leading financial services business that prioritises your growth and success as a Financial Planner. With a strong existing client base and a robust lead-generation model, you can focus on building relationships and providing holistic advice without the pressure of sourcing clients yourself. Enjoy exceptional earning potential with a performance bonus structure that rewards your hard work, alongside a supportive work culture that fosters professional development and career advancement.
