Financial Planner

1 day ago

Brisbane, Queensland, Australia Strategies for Wealth- Full time $80,000 - $120,000 per year

Company Description

Strategies for Wealth is dedicated to providing professional financial advice and mentoring to every Australian family, regardless of their financial status. The company aims to democratize access to unique financial strategies that were previously only available to the top 5% of income earners, empowering all families to achieve wealth and financial independence.

Role Description

This can be a full-time on-site / or hybrid model Financial Planner role located in Brisbane City, QLD. The Financial Planner will be responsible for providing personalized financial planning services, including retirement planning, finance management, and Certified Financial Planner expertise. The opportunity is available to commence part-time in the role, whilst you build your pipeline of clients.

We have close working arrangements with an Asset Finance team, a Mortgage team, along with referral arrangements with several large accountings firms, domestic home and pool builders.

Qualifications

  • Financial Planning and Personal Financial Planning skills
  • Certified Financial Planner certification
  • Experience in finance and retirement planning
  • Strong analytical and mathematical skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, or related field
  • Knowledge of tax laws and regulations

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