Junior Financial Adviser - Mentored Path to Wealth Planner

Chalk Capital; Toowoomba Regional; Vor Ort; AUD 60.000 - 90.000; Vollzeit

Zusammenfassung

Chalk Capital in Toowoomba is seeking a motivated individual to join as a full-time Financial Adviser in a structured career pathway, with hands-on experience, mentoring and ongoing development within our forward-thinking team.

You will work with a broad client base across wealth creation, superannuation, retirement planning and investments, gaining exposure to intergenerational wealth and personal insurance, while adhering to compliance standards.

Qualifikationen

• Completion of an approved degree seeking to commence your Professional Year or recently completed your Professional Year
• Financial planning industry experience (or similar) in roles such as paraplanning or client services (preferred but not essential)
• Technical knowledge across financial markets, superannuation, retirement income streams and all forms of investments with strong problem solving and analytical skills
• Strong written and verbal communication skills
• Australian citizenship is required for this position
• Be a critical part of a high-performing team focused on achieving the best outcome for all clients
• Continual mentoring, support and professional development opportunities from experienced Financial Advisers
• Exposure to the complete financial planning process

Aufgaben

• Work closely with a team of experienced professionals in providing personalised financial advice to clients
• Assist with the creation of high-quality advice tailored to each client's needs
• Develop new client and professional relationships based on trust and credibility
• Participate in investment committee meetings and all relevant training initiatives
• Participate and support any strategic business initiatives
• Prepare and present training or educational seminars to larger client or referrer groups
• Stay abreast of market trends, financial products and regulatory changes to provide informed and compliant advice
• Collaborate with product providers, accountants, lawyers, mortgage brokers and other external parties to ensure the delivery of holistic financial solutions
• Maintain a high level of compliance and quality standards according to advice principles, policies and guidelines

Kenntnisse

Financial planning knowledge

Communication skills

Analytical skills

Ausbildung

Approved degree

Tools

CRM systems

Portfolio analysis tools

Jobbeschreibung

Chalk Capital in Toowoomba is seeking a motivated individual to join as a full-time Financial Adviser in a structured career pathway, with hands-on experience, mentoring and ongoing development within our forward-thinking team.

You will work with a broad client base across wealth creation, superannuation, retirement planning and investments, gaining exposure to intergenerational wealth and personal insurance, while adhering to compliance standards.