Career Advancement in Financial Planning

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Associate Financial Planner Job Overview

About the Position

This is an excellent opportunity to advance your career in financial planning. As an Associate Financial Planner, you will play a key role in helping clients achieve their long-term financial goals.

Key Responsibilities:

  • Conduct thorough client consultations to discuss their financial objectives and develop tailored strategies to meet those objectives.
  • Manage existing client relationships while identifying new business opportunities through professional networking and relationship-building initiatives.
  • Provide comprehensive financial guidance to clients, encompassing investment and retirement planning, to ensure their overall financial well-being.

Qualifications and Skills

To succeed in this position, you will need to possess:

  • A minimum of 2 years of experience in financial planning or a related field.
  • In-depth knowledge of various financial products and services.
  • Exceptional communication and interpersonal skills, enabling you to effectively interact with diverse clients and stakeholders.

What We Offer

In return for your expertise and dedication, we offer a competitive remuneration package along with opportunities for continuous professional development and growth.

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