At a Glance
- Tasks: Create tailored financial plans and provide expert investment advice to clients.
- Company: Join a dynamic team dedicated to exceptional client service in financial planning.
- Benefits: Attractive salary, superannuation, and opportunities for professional growth.
- Other info: Work Monday to Friday in Shepparton, VIC with a supportive team.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Degree in Finance or related field; CFP preferred with 3 years experience.
The predicted salary is between 90000 - 110000 $ per year.
We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients.
Responsibilities
- Develop comprehensive financial plans for clients based on their goals and risk tolerance
- Provide investment advice and recommendations
- Assist clients in retirement planning, estate planning, tax planning, and insurance needs
- Monitor and review clients' financial situations regularly
- Stay up-to-date with financial industry regulations and best practices.
Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience in financial planning or related field
- Strong knowledge of financial services products and regulations
- Excellent communication and interpersonal skills.
Schedule
Monday to Friday
Work Authorisation
Australia (Required)
Location
Shepparton, VIC (Preferred)
Salary
- $90k to $110k plus super (based on experience)
- #J-18808-Ljbffr
Financial Planner employer: Sky Recruitment Australia
As an Account Manager in our dynamic 3PL Warehouse environment, you'll thrive in a culture that prioritises collaboration and innovation. We offer competitive benefits, ongoing professional development opportunities, and a supportive work atmosphere that values your contributions. Join us to build meaningful relationships with customers while driving operational excellence in a location that fosters both personal and career growth.
