Financial Planning Associate

17 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.

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