Building a Career in Financial Planning

2 weeks ago

Sydney, New South Wales, Australia beBeeCareer Full time $40,000 - $80,000
Financial Planning Professional

We're seeking a motivated individual to join our team in Sydney as a Junior Financial Advisor. In this role, you'll gain valuable experience working alongside established advisors, assisting with client service, and developing your financial planning expertise.

This position is ideal for someone with a strong analytical mindset and excellent communication skills. As a Junior Financial Advisor, you'll be responsible for gathering client information and financial data, conducting market research, and preparing financial reports and presentations.

Key Responsibilities:

  • Gathering client information and financial data
  • Conducting market research and analyzing financial products
  • Preparing financial reports and presentations
  • Assisting senior advisors with client meetings and plan implementation
  • Staying up-to-date on industry trends and regulations
  • Contributing to a positive and collaborative work environment

Requirements:

  • 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

Why This Role?

You will have the opportunity to work with a dynamic team, build a rewarding career in financial planning, and make a real difference in people's lives.

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