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 preferredMinimum 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)
Salary
$90k to $110k plus super (based on experience)
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