Dynamic Career Opportunity as an Associate Financial Adviser

4 days ago

Australia beBeeFinancial Full time $70,000
Job Title: Associate Financial Adviser - Pathway to Adviser

As a Full Time Associate Financial Adviser, you will play a key role in helping clients achieve their financial goals.

  • Interview and collect information on clients' income, expenses, Superannuation, insurance coverage, tax status, and objectives.
  • Analyse clients' financial situation and formulate strategies according to their goals which includes on investments, SMSF, and insurance.
  • Conduct thorough research on market trends, investment options, tax laws/regulations etc Prepare accurate Statements of Advice (SOA) and Records of Advice (ROA).
  • Assist in all marketing and business development activities and general administration to the Group.
  • Facilitate annual reviews, including strategic and investment advice.
  • Attend monthly Compliance meetings, write minutes, and follow up any matter arising.

This is a fantastic opportunity for someone looking to take the first step towards becoming a financial adviser. You will have the support of our experienced team and the chance to develop your skills and knowledge in a fast-paced and dynamic environment.

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