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Junior Financial Adviser

2 weeks ago

Virginia, Australia Veteran Wealth Full time

You will be required to be self motivated, as a member of our team, you will be given the autonomy to schedule your work hours within specified parameters and make the most of your time.

**Responsibilities**:
Assist in gathering client information and preparing financial plans
Research and analyze financial products, including investments, insurance, and retirement plans
Prepare Strategy Papers/SoA reports and presentations for clients and adviser
Preparing and review existing client positions
Maintain client files and ensure all information is up-to-date and accurate
Collaborate with adviser to ensure compliance with industry regulations
Stay current on industry trends and regulations through continuous education and professional development

**Requirements**:
2+ years of experience in the financial services industry
Strong knowledge of financial planning concepts and practices
Excellent written and verbal communication skills
Strong attention to detail and ability to multitask in a fast-paced environment
Proficiency in Microsoft Office and financial planning software

**Business Values**:
**“Identify - Adapt - Thrive”**

We **drive veteran success** through clear, concise and **collaborative planning**.

We strive toachieve a **balanced lifestyle** by optimizing cashflow through **strategic management**.

We employ a ‘**by all means necessary’ **attitude to achieve **financial security.**

This is a full-time position with competitive compensation and benefits. If you are a motivated individual with a passion for helping clients achieve their financial goals, we encourage you to apply.

You will be required to work from the office in Virginia.

**Salary**: $58,279.04 - $93,422.15 per year

**Benefits**:

- Employee discount

Schedule:

- 8 hour shift

Supplemental pay types:

- Commission

Ability to commute/relocate:

- Virginia, QLD 4014: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Financial planning: 2 years (required)

Work Authorisation:

- Australia (required)

Work Location: In person