Career Opportunities in Financial Planning

5 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

Seeking an experienced and skilled professional to join our team as a Financial Planner.

Key responsibilities include conducting client meetings, managing existing clients, developing new business through referrals and marketing efforts, and providing comprehensive financial advice.

This role offers the opportunity to work in a dynamic environment with a strong focus on staff development and career growth.

Our ideal candidate will possess 2+ years of experience, excellent organizational skills, and the ability to multitask effectively.

A competitive salary package is on offer, reflecting individual experience.

Working hours are standard 8 hour shifts.

Job Description

As a successful Associate Financial Planner, you will be responsible for:

  • Building and managing your own client base
  • Providing expert financial planning and advice
  • Developing and implementing effective marketing strategies
  • Collaborating with other professionals to achieve business objectives

Required Skills and Qualifications

To succeed in this role, you will require:

  • 2+ years of experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Excellent organizational and time management skills
  • Ability to work effectively in a fast-paced environment
  • Proven track record of success in sales and business development

Benefits

As a valued member of our team, you can expect:

  • A competitive salary package
  • Ongoing training and professional development opportunities
  • A supportive and collaborative work environment
  • The chance to build a successful and fulfilling career

About You

We are looking for someone who is:

  • Passionate about delivering exceptional customer service
  • Results-driven and motivated to succeed
  • Adaptable and able to thrive in a fast-changing environment
  • Committed to ongoing learning and professional growth

Apply now to take the first step towards a rewarding and challenging career opportunity.

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