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Financial Planning Professional

2 months ago

Townsville, Queensland, Australia University Engineers' Club Full time
About the Role

We are seeking a highly motivated and enthusiastic Graduate Financial Adviser to join our team at My Fortress Townsville. As a Graduate Financial Adviser, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with our experienced team of financial advisers.

Key Responsibilities
  • Support the advice team in providing tailored financial plans to clients
  • Develop technical skills in paraplanning and financial planning
  • Complete the FASEA Professional Year as part of the program
Requirements
  • Completed Graduate Degree in Business, Commerce, Financial Planning, Accounting, Economics or Finance
  • Willingness to continue relevant financial planning industry education
  • Desire and enthusiasm to learn and understand all aspects of the financial services profession
  • A professional work ethic
What We Offer

As a Graduate Financial Adviser at My Fortress Townsville, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. You will also have the chance to develop your skills and knowledge in financial planning, working closely with our experienced team of financial advisers.

About My Fortress Townsville

My Fortress Townsville has been a leading financial advisory practice for over 30 years, providing tailored advice to clients across Australia. Our experienced team offers personalized financial plans to suit individual needs and circumstances, involving clients in the planning process to achieve long-term financial goals.