Junior Financial Advisor

3 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

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