Associate Financial Adviser — 4-Day Week, Growth Path

Tribeca Financial Pty; Melbourne; Presencial; AUD 90.000 - 120.000; Tempo integral

Benefícios oferecidos por esta vaga

4-day work week

Bonuses & incentives

Growth opportunities

Supportive leadership

Parental leave

Resumo da vaga

Tribeca Financial Pty is seeking an Associate Adviser to work closely with our advisers, gaining client exposure and delivering strategies that support clients through the moments that matter most.

You'll build knowledge across superannuation, investments, insurance and cashflow, attend client meetings, prepare advice briefs, and collaborate with Paraplanners and the Client Experience team in a fast-paced environment.

Qualificações

• Proven interest in financial advice and supporting clients.
• Ability to capture client goals and meeting outcomes.
• Team collaboration with advisers and paraplanners.

Responsabilidades

• Attend client meetings and contribute to strategy discussions.
• Prepare advice briefs capturing client goals and meeting outcomes.
• Build knowledge across superannuation, investments, insurance, and cashflow.
• Collaborate with Lead Advisers, Advisers, Paraplanners, and the Client Experience team.
• Adapt quickly and manage priorities in a fast-paced environment.

Conhecimentos

Client meetings

Strategy discussions

Financial planning

Client communication

Formação

Financial planning qualifications

Descrição da vaga

Tribeca Financial Pty is seeking an Associate Adviser to work closely with our advisers, gaining client exposure and delivering strategies that support clients through the moments that matter most.

You'll build knowledge across superannuation, investments, insurance and cashflow, attend client meetings, prepare advice briefs, and collaborate with Paraplanners and the Client Experience team in a fast-paced environment.