Melbourne Financial Planner Opportunity
7 days ago
The role of Associate Adviser encompasses a pivotal position within our client's financial planning and wealth management business. A specialist firm is dedicated to providing complex financial advice for affluent professionals and retirees, fostering a collaborative team approach with a focus on employee development.
As an Associate Adviser, you will work alongside a highly experienced team to deliver comprehensive financial advice to a defined book of existing and new clients. Key responsibilities include preparing strategy and investment advice documents, attending client meetings, and building trusted relationships with clients and external professionals.
To excel in this role, you will require strong written and verbal communication skills, robust organisational skills, and a thorough understanding of the financial advice process, products, and industry. Additionally, experience with financial planning CRM software and a degree in Business, Commerce, Accounting, Law, or related field is preferred.
In return for your expertise, our client offers a supportive environment with opportunities for professional growth and development, including undertaking professional certifications and further education. The company culture prioritises professional integrity, accountability, and high performance, making it an ideal choice for driven individuals who want to become financial advisers.
This opportunity presents a unique chance to join a well-established Melbourne CBD firm with a clear business growth plan, offering plenty of opportunities to grow your career as a professional and respected financial planner.
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