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Junior financial planner (start asap)

Mildura
QTAC Guidance Officer Advisory Group
Planner
Posted: 11 June
Offer description

Join Mulcahy & Co Financial Planning in Mildura as a Junior Financial Planner, assisting in delivering tailored financial advice.Your RoleKey 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 YouCandidates 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 & BenefitsEnjoy a diverse, inclusive, and flexible working environment with opportunities for mentorship and professional growth.Training & DevelopmentReceive hands-on experience, mentorship, and support to progress toward becoming a fully qualified Financial Planner.Career ProgressionOpportunities for long-term success in the financial planning profession, with potential to advance within the company.How to ApplyTo 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 possibleReport this job
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