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Senior financial services advisor

Mildura
beBeeFinancial
Posted: 30 July
Offer description

Job Opportunity

Mulcahy & Co seeks a talented individual to assist in delivering tailored financial advice.


Your Role and Responsibilities

* Collaborate with senior planners to deliver comprehensive financial advice.
* Develop strategies for clients, creating customized advice documents.
* Contribute to the onboarding of new clients and provide exceptional service to existing relationships.
* Drive business forward by contributing innovative ideas and fresh perspectives.


About You

* Bachelor's degree in Financial Planning, Business, Commerce, or Economics is required.
* Experience in para-planning or client services is preferred but not essential.
* Strong desire to help people achieve their financial goals is necessary.
* Excellent communication skills and a willingness to learn and grow are essential.


Working Environment

A diverse, inclusive, and flexible working environment with opportunities for mentorship and professional growth.


Career Advancement

Hands-on experience, mentorship, and support will be provided to progress toward becoming a fully qualified Financial Planner.


Long-term Success

Opportunities for long-term success in the financial planning profession, with potential to advance within the company.

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