
Graduate - Financial Services
2 weeks ago
We are looking for a Graduate to begin their training as a Financial Advisor.
Your situation would be:
- You have completed a Bachelor's degree in Business, Commerce, Economics or a similar discipline with a major in Finance.
- You're detail oriented, eager to learn and ready to take on new challenges
- You are excited to gain exposure to a diverse range of clients and industries
You will be working closely with the Senior Advisors in the office and your key responsibilities will involve ~
- Being another point of contact for clients
- Preparation of portfolio reviews for client meetings
- Attending client meetings
- Executing investment trades
- Assisting in the development of client strategies
- General correspondence and workflow management
You will gain immediate exposure to the client relationship, attend client meetings with the goal of forming your own client list. This is a practical hands on role from the start where you will gain on the job experience.
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Financial Services Professional | Shepparton
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Senior Financial Strategist
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Financial Expert | Community Focused
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Financial Operations Specialist
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Senior Financial Professional
2 weeks ago
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