Findex is expanding its financial planning team in Mildura and seeks a driven Associate to support Advisers and Partners. You will work closely with clients, preparing pre-appointment work and assisting in delivering strategic financial planning services in a close-knit regional community.
Under mentorship, you will learn to progress toward an Adviser role, gaining autonomy with client relationships. The role emphasizes compliance, teamwork, and a commitment to ongoing professional development
Financial Planning Associate — Mentored Path to Adviser in Mildura 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.
