At a Glance
- Tasks: Provide personalised financial advice and build strong client relationships.
- Company: Join a dynamic financial planning firm in Melbourne with a focus on growth.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for career advancement in a collaborative setting.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in Financial Planning and a relevant degree required.
The predicted salary is between 82800 - 101200 $ per year.
Overview
We are seeking experienced and driven Financial Advisors to join well-established financial planning firms located in the CBD and surrounding areas.
Excellent opportunity to work with dynamic teams that emphasize professional growth and client-focused services.
Role are for small boutique practices, mid-tier & larger financial services companies based in Melbourne & wider Australia.
Responsibilities
- Collaborate with a team of experienced professionals to provide personalised financial advice to clients
- Contribute to the creation of high-quality advice solutions tailored to each client's needs
- Cultivate and maintain long-term relationships with referral partners
- Manage existing clients and facilitate the on-boarding of new clients
- Bring a creative mindset to add value to the company's overall strategy
Qualifications
- Must have experience in Financial Planning in Australia
- Bachelor's degree in Finance or related field
- FASEA Approved Qualifications
- Professional Year completed
- Excellent interpersonal skills
Please submit your resume to Sean () or apply via the portal.
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Senior Financial Advisor employer: The Andersen Partnership
The Andersen Partnership is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets finance. With a strong focus on employee growth, you will have the opportunity to transition into leadership while working closely with the CFO on transformative projects. Our collaborative culture and commitment to professional development ensure that you will thrive both personally and professionally in this exciting role.
