At a Glance
- Tasks: Drive client meetings and develop strategies for financial growth.
- Company: Established advice business with a strong client base and internal support.
- Benefits: Gain valuable experience in a supportive environment with career advancement opportunities.
- Other info: Perfect for those looking to kickstart their career in finance.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Ambitious attitude and willingness to learn about financial planning.
The predicted salary is between 63000 - 77000 $ per year.
Big River Resources, LLC, an established advice business in Australia, is seeking an ambitious Advice professional to join a mature, self-licensed AFSL practice with a strong client book and solid internal support.
The role blends client strategy, engagement, business development and long-term advisory relationships.
You will work with a Senior Financial Adviser, driving client meetings, file notes, Xplan upkeep, lodgements and strategy materials.
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Financial Planning Associate: Strategy & Client Growth in Parramatta employer: Big River Resources, LLC
Join a dynamic Newcastle-based financial advice firm that prioritises employee growth and development. With a supportive work culture, you'll benefit from mentoring opportunities and clear career progression while enjoying the flexibility of a hybrid work model. This role not only allows you to implement meaningful financial advice but also positions you at the heart of client success, making it an excellent place for those looking to make a real impact in their careers.
