Financial Services Career Opportunity
1 week ago
We are seeking a highly motivated and experienced Financial Planner to join our rapidly expanding wealth management salesforce. Based at various offices close to you, we will provide you with the skills and ability to build your own client base and invest in your current network.
Key Responsibilities- Sourcing and meeting potential clients to understand their financial objectives and provide tailored solutions to help them achieve their goals.
- Analyzing financial information obtained from clients to determine strategies, design products, and recommend solutions to protect, secure, and grow their wealth.
- Completing financial needs analysis on clients and reviewing their changing needs and financial circumstances to create and implement an ongoing service plan.
As a successful candidate, you will have:
- Tertiary qualifications in finance, financial planning, or a related field.
- Finance, financial planning, or wealth management experience.
- A customer-centric approach with excellent communication skills and a clear credit record.
You will enjoy:
- A highly lucrative commission-only earnings package.
- The opportunity to attain official financial planning & services qualifications.
- Utilize established support tools & services of an international business.
We estimate the salary for this role to be around $120,000 per annum, depending on experience and performance.
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