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Senior Financial Planner

1 week ago

Central Coast Council, Australia Titan Financial Planning Full time
Titan Financial Planning is a dedicated provider of customized financial solutions, partnering with clients to achieve their desired lifestyle goals. Our team of experts focuses on delivering exceptional service and satisfaction through expert financial advice and a strong tech focus.

This Full-time Hybrid Role for a Financial Advisor is located in Central Coast, NSW. The successful candidate will be responsible for providing comprehensive financial planning and advisory services, assisting clients in creating holistic financial plans, and developing tailored financial strategies.

Daily tasks include meeting with clients, conducting thorough financial assessments, preparing detailed financial plans, and maintaining strong client relationships. The ideal candidate will possess skills in Financial Planning and Finance, experience in Retirement Planning and Investments, and proficiency in providing Financial Advisory services.

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Ability to work independently and in a collaborative team environment
Seniority Level
  • Entry level
Employment Type
  • Full-time
Job Function
  • Finance and Sales