16 hours ago Be among the first 25 applicants
Direct message the job poster from The Andersen Partnership
Salaried Role with Mentorship and Coaching in a leading practice based in Melbourne.
Looking to get your financial planning career off to a flying start?
Here’s your chance to join a fast-growing, advice firm that makes it easier for clients to get a handle on their financial future.
With a focus on staying ahead of the curve, they’re all about using the latest tools and keeping the team educated and up to date with industry trends.
They’re on the hunt for Financial Planning Professionals or individuals close to being FASEA-compliant, eager to step into an Associate role with a clear path to becoming an adviser.
What You’ll Do:
* Build client relationships and always deliver top-notch service
* Analyze client portfolios and recommend smart changes
* Make sure all transactions meet compliance standards
* Get everything prepped for client meetings
* Handle client questions about their investments like a pro
* Work closely with external partners, referral networks, and your team
What We’re Looking For:
* Financial Planning qualifications (or nearly done with them)
* Min 2 years experience in Financial Planning / Wealth Management
* Strong team player with great relationship and time management skills
* Solid understanding of compliance requirements
* Familiarity with investment platforms, super funds, and insurance
* Passionate about financial planning and serious about growing in this field
Send your resume to or apply via portal.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Product Management
* Industries
Financial Services and Investment Banking
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