Company

Veteran WealthSee more

addressAddressVirginia, QLD
type Form of workFull time
CategoryAccounting & Finance

Job description

Opportunity for Financial Planning Graduates: Financial Adviser Assistant Position

Are you a recent graduate in Financial Planning, eager to kickstart your career in the dynamic world of finance? Look no further! We are currently seeking a motivated and ambitious individual to join our team as a Financial Adviser Assistant.

As a Financial Adviser Assistant, you will have the unique opportunity to embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in the field of financial advising. Over the coming years, you will work closely with seasoned professionals who will mentor and guide you as you progress towards becoming a Qualified Financial Adviser.

Key Responsibilities:

  1. Assisting senior financial advisers in conducting client meetings and assessments.
  2. Conducting research and analysis on various financial products and investment opportunities.
  3. Collaborating with team members to develop personalized financial plans for clients.
  4. Providing administrative support, including maintaining client records and preparing documentation.
  5. Participating in ongoing training and development sessions to enhance your knowledge and expertise.

Requirements:

  • A degree in Financial Planning or a related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Eagerness to learn and develop professionally.
  • Ability to work effectively both independently and as part of a team.

What We Offer:

  • A supportive and collaborative work environment.
  • Comprehensive training and mentorship from industry experts.
  • Opportunities for career advancement and professional growth.
  • Competitive compensation package with performance-based incentives.
  • The chance to make a meaningful impact on the financial well-being of our clients.

If you are passionate about finance and eager to embark on a rewarding career journey, we encourage you to apply for the Financial Adviser Assistant position today. Join us in shaping the future of financial planning and investment strategies!

Refer code: 1871485. Veteran Wealth - The previous day - 2024-03-24 07:31

Veteran Wealth

Virginia, QLD
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