Findex Canberra is seeking an Associate Financial Planner to grow under mentorship toward an Adviser role. You will be the main point of contact for clients and support the advice process, gradually taking more ownership of client relationships.
Based in Canberra, you will work with Wealth Partners, preparing pre-appointment work, joining client meetings, and ensuring compliance with industry standards while benefiting from a clear development pathway and competitive salary.
Financial Planning Associate: Mentor-led Path to Adviser in Canberra employer: Findex
Findex is an exceptional employer that prioritises the growth and development of its employees, offering structured training and clear pathways to management roles. Located in Geelong, our vibrant work culture fosters collaboration and mentorship, allowing you to build strong client relationships while making a meaningful impact in the community through initiatives like the Findex Community Fund. Join us to be part of a supportive team that values diversity and empowers you to excel in your career.
