Financial Planning Associate

5 hours ago

Melbourne, Victoria, Australia Everest Private Wealth Full time $60,000 - $90,000 per year

Are you a detail-oriented and a motivated individual with a passion for helping people with their money?

We at Everest Wealth are seeking a Financial Planning Associate to join our team and provide crucial support to our financial planners. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey.

Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts. We are a young & dynamic team with flexible working arrangements and with the ability for growth in your role.

Responsibilities:

  • Collaborate with financial advisers to gather client information & assist with the creation of holistic financial plans
  • Assist in client meetings, with file notes & strategy preparation
  • Perform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategies
  • Stay updated on industry regulations, compliance requirements, and best practices in financial planning

Requirements:

  • At least 1 years' experience in a finance related role is preferred
  • Intermediate experience with the Microsoft Office Suite
  • Strong knowledge of financial products, investment vehicles, and financial planning principles
  • Excellent attention to detail and organisational skills
  • Exceptional written and verbal communication abilities
  • Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment
  • Outgoing, team orientated and eager to learn

Benefits:

  • Competitive salary commensurate with experience
  • Positive and collaborative work environment

Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future. Apply today and become an integral part of our team working towards our goal of providing advice to all young Australians.

  • Associate Adviser

    11 hours ago

    Melbourne, Victoria, Australia First Financial Full time $80,000 - $120,000 per year

    About the roleWorking with our award winning advisers as part of an Advice team, our Associate Advisers work to deliver an outstanding client experience through exceptional advice. As an Associate Adviser you are a main contact point for clients and play an integral part in the preparation of strategies for a diverse range of new and ongoing clients. You...

  • Financial Planning

    1 week ago

    Melbourne, Victoria, Australia The Andersen Partnership Full time $80,000 - $120,000 per year

    Financial Planning Expressions of InterestAre you ready to progress you career inWealth Management?We are actively recruiting driven professionals acrossall experience levels -from entry to executive. Whether you're a seasoned expert or looking to make your mark in financial services, we have diverse, challenging roles that align with your aspirations....

  • Associate Financial Adviser

    1 week ago

    Melbourne, Victoria, Australia Perpetual Limited Full time $60,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...

  • Paraplanner - Financial Planning

    1 week ago

    Melbourne, Victoria, Australia Nexia Melbourne Full time $80,000 - $120,000 per year

    At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.We're seeking a Senior Paraplanner to join our experienced team...

  • Senior Financial Planning

    4 days ago

    Melbourne, Victoria, Australia Hertz Full time $80,000 - $120,000 per year

    Full Time PositionMelbourne, VICHertz is more than a rental car business. It is a global company proud to dedicate itself to meeting customer needs by offering a wide variety of vehicles and services. Boasting a rich history of significant first steps, ambitious ideas and innovation, Hertz has evolved into the reputable global brand it is today. Our global...

  • Practice Support

    2 days ago

    Melbourne, Victoria, Australia Capstone Financial Planning Full time $60,000 - $80,000 per year

    Who we are.Established in 2002, Capstone Financial Planning is one of Australia's largest and most technologically dynamic financial services licensees.We are highly respected with an outstanding professional reputation as a full-service licensee.Capstone is focused on providing our financial advisers with all elements of support required for their...

  • Web Administrator

    2 days ago

    Melbourne, Victoria, Australia Verdure Financial Planning solutions Full time $60,000 - $120,000 per year

    We are seeking a skilled and experienced Web Administrator to join our team. As a web administrator, you will be responsible for managing our web technology services for SMSF Insurance Specialists Pty Ltd t/a Verdure Financial Planning Solutions. This includes managing our internal CRM software and insurance data-feed management platform for our associated...

  • Head of Financial Planning

    2 weeks ago

    Melbourne, Victoria, Australia Advice2Talent Full time $200,000 - $250,000 per year

    Senior Financial Adviser - Head of Wealth Division$190K + super + bonuses + EquityCosmopolitan Location South Melbourne / You may be able to see Albert Park from your windowState of A Grade officesDo you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?About the ClientOur client is a...

  • Financial Planning

    2 days ago

    Melbourne, Victoria, Australia Quinn Allan Full time $80,000 - $120,000 per year

    About the Company Symal is a diversified Australian infrastructure and services group delivering end-to-end solutions across civil construction, materials, and environmental management. Founded in Victoria and now operating nationally, the Group has evolved from a traditional contractor into a vertically integrated enterprise encompassing infrastructure...

  • Investment Banking Associate

    2 weeks ago

    Melbourne, Victoria, Australia Jefferies Financial Group Full time $80,000 - $120,000 per year

    DescriptionPosition Overview:We are seeking a talented Investment Banking Associate to join our team in Melbourne, focusing on delivering investment banking services for a wide range of industries. The successful candidate will play a critical role in executing M&A deals, capital raising activities, and providing strategic advice to clients across various...