We're seeking a Financial Services Professional to join our Wealth Advisory team.
As a key member of our team, you will play a critical role in guiding individuals towards securing their financial futures. By offering tailored strategies, you will help clients achieve their investment, retirement, and wealth management goals while making a meaningful impact on their lives.
Key Responsibilities:
* Guide clients towards securing their financial futures by developing and implementing personalized financial plans
* Analyze client needs and develop comprehensive solutions to address their financial objectives
* Collaborate with senior advisors to deliver high-level strategy advice documents and implement client recommendations
* Conduct thorough research and analysis to identify opportunities for growth and optimization
Requirements:
* Bachelor's degree in Commerce, Economics, or a related field
* 1-2 years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role, or accounting
* Exceptional client service focus and excellent written and verbal communication skills
* Strong analytical and problem-solving skills, with the ability to think critically and outside the box
What We Offer:
* A dynamic and supportive work environment that fosters growth and development
* Ongoing training and professional development opportunities
* A competitive salary and benefits package
* The opportunity to work with a talented and experienced team of professionals
About Us:
We are a leading network of Chartered Accountants and business advisors dedicated to delivering exceptional results for our clients. Our team is passionate about helping individuals and businesses achieve their goals, and we are committed to creating a positive and inclusive work environment.