Financial Planning Expert Needed for Client Success
4 days ago
At Morebo Wealth Pty Ltd, we're passionate about helping individuals achieve financial wellness and make informed decisions that enhance their lifestyle and build wealth.
Why Work with Us?
Become part of an accomplished team of Financial Planners at Morebo Group and benefit from industry-leading training, a robust mentorship program, and ongoing support to help you thrive in your career as a Financial Planner.
Job Summary
We're seeking a driven and entrepreneurial Financial Planner to provide expert advice to clients on their financial journeys. Your role will involve understanding clients' finances to enable them to make informed decisions, customizing financial plans for budgeting, retirement planning, tax strategies, and more.
Key Responsibilities
- Provide comprehensive financial guidance to clients to help them achieve their goals
- Help clients understand their financial situation to make informed decisions
- Develop customized financial plans for clients, including budgeting, retirement planning, and tax strategies
- Monitor and adjust clients' financial plans as their needs evolve
Requirements
- Grade 12 (Bachelors degree preferred)
- RE 5 advantageous
- Own vehicle and valid driver's license
- Own laptop with Windows Pro
- Clear credit history and no criminal record
What We Offer
- Industry-leading training and mentorship programs
- Ongoing support to help you succeed in your career
- Opportunity to work with a talented team of Financial Planners
How to Apply
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