At a Glance
- Tasks: Deliver tailored financial solutions for clients facing health-related life events.
- Company: Equity Trustees Ltd, a values-driven company in Sydney.
- Benefits: Flexible/hybrid work arrangements and a supportive benefits package.
- Other info: Join a warm culture with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: 2–4 years of financial planning experience required.
The predicted salary is between 72000 - 88000 $ per year.
Equity Trustees Ltd in Sydney is seeking a financial planning professional with 2–4 years of experience to join our Health & Personal Injury team. You will deliver tailored financial solutions for clients facing health-related life events, attend client meetings with Relationship Managers, and help develop investment strategies aligned with fiduciary principles.
You'll work in a warm, values-driven culture with flexible/hybrid arrangements, a supportive benefits package, and opportunities to grow.
Meaningful Wealth Advisor in Sydney employer: Equity Trustees Ltd
At Equity Trustees, we pride ourselves on fostering a warm and supportive culture that empowers our employees to thrive. With a strong focus on professional development, competitive remuneration, and a flexible working environment, we offer unique benefits such as wellness programs and community engagement opportunities, all within a modern CBD office. Join us in making a meaningful impact while advancing your career in a trusted and established organisation.
