Job description
Job Summary:
We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients.
Responsibilities:
Develop comprehensive financial plans for clients based on their goals and risk tolerance - Provide investment advice and recommendations - Assist clients in retirement planning, estate planning, tax planning, and insurance needs - Monitor and review clients' financial situations regularly - Stay up-to-date with financial industry regulations and best practices.
Experience:
Bachelor's degree in Finance, Accounting, Economics, or related field - Certified Financial Planner (CFP) designation preferred - Minimum of 3 years of experience in financial planning or related field - Strong knowledge of financial services products and regulations - Excellent communication and interpersonal skills.
Schedule: Monday to Friday
Work Authorisation: Australia (Required)
Location: Shepparton, VIC (Preferred)
Work Location: In person
Salary: $90k to $110k plus super (based on experience)