Join Mulcahy & Co Financial Planning in Mildura as a Junior Financial Planner, assisting in delivering tailored financial advice.
Your Role
Key responsibilities include:
* Assisting in delivering tailored financial advice in collaboration with senior planners.
* Helping create comprehensive advice documents and strategies for clients.
* Supporting the onboarding of new clients and servicing existing relationships.
* Contributing ideas and fresh thinking to help drive the business forward.
About You
Candidates should possess:
* A Bachelor’s degree in Financial Planning, Business, Commerce, or Economics.
* Experience in para-planning or client services (preferred, but not essential).
* A genuine interest in helping people achieve their financial goals.
* Strong communication skills and a willingness to learn and grow.
Compensation & Benefits
Enjoy a diverse, inclusive, and flexible working environment with opportunities for mentorship and professional growth.
Training & Development
Receive hands-on experience, mentorship, and support to progress toward becoming a fully qualified Financial Planner.
Career Progression
Opportunities for long-term success in the financial planning profession, with potential to advance within the company.
How to Apply
To apply, submit your application with a cover letter and résumé or contact Mulcahy & Co Mildura at 03 5021 1968 for a confidential discussion.
This job may close before the stated closing date, you are encouraged to apply as soon as possible
#J-18808-Ljbffr