Junior Financial Advisor

4 weeks ago

Sydney, New South Wales, Australia Zylo Full time
Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals? We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors, assisting with client service, and developing your financial planning expertise.
Responsibilities: Gather client information and financial data.
Conduct market research and analyze financial products.
Prepare financial reports and presentations.
Assist senior advisors with client meetings and plan implementation.
Stay up-to-date on industry trends and regulations.
Contribute to a positive and collaborative work environment.
Qualifications: Bachelor's degree in Finance or a related field (or actively pursuing).
Strong analytical and problem-solving skills.
Excellent communication, interpersonal, and writing skills.
Proficiency in Microsoft Office Suite and financial planning software a plus.
Eagerness to learn and a commitment to professional development.
Comprehensive training and mentorship program.
Opportunity to earn industry certifications.
Be part of a dynamic team and build a rewarding career in financial planning.
If you're ready to launch your career in financial planning and make a real difference in people's lives, we want to hear from you #J-18808-Ljbffr

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