Company Description SG Advisory is a professional services firm committed to delivering personalized financial solutions to individuals and businesses. With a strong focus on integrity and client success, SG Advisory offers expert financial planning services to help clients achieve their financial goals. Located in Echuca, VIC, the company takes pride in fostering long-term client relationships and providing tailored strategies designed to grow and protect wealth. The team is composed of dedicated professionals who are passionate about creating positive financial outcomes.
Role Description This is a full-time, on-site role based in Echuca, VIC. The Financial Planner will be responsible for providing tailored financial advice to clients, helping them manage their resources effectively and align with their financial goals. Daily tasks will include working directly with clients to assess their financial needs, developing and implementing comprehensive financial plans, and providing guidance on retirement planning, investment strategies, and long-term wealth management. Collaboration with team members and staying updated on financial regulations and market trends will also be essential aspects of this role.
Qualifications Strong knowledge of Financial Planning and Personal Financial Planning practicesCertified Financial Planner (CFP) designation or equivalent, or progress towards certificationExpertise in Finance and Retirement PlanningStrong communication, interpersonal, and client relationship management skillsProven ability to analyze financial data and develop tailored plansFamiliarity with financial software and toolsBachelor's degree in Finance, Accounting, Business, or related fieldExperience in a financial planning role is highly desirable