Junior Financial Planner — Flexible, Mentored Career Path
Index Wealth
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Benefits offered by this job
Job summary
Index Wealth is seeking a motivated individual to become a qualified Financial Planner in Geelong. The role offers mentorship and growth opportunities within a supportive team focused on accessible, affordable financial advice for individuals and families.
A recent graduate or someone already in financial planning is welcome to apply. The firm emphasises hands-on experience, teamwork, and ongoing professional development, with flexible working arrangements to fit personal needs and a path to
Qualifications
- Bachelor's degree in Financial Planning or related fields is required.
- Australian citizenship is required for this position.
Responsibilities
- Collaborate with a team of professionals to provide personalised financial advice to clients.
- Contribute to creation of high-quality advice solutions tailored to clients' needs.
- Manage existing clients and assist onboarding of new clients.
- Bring a creative mindset to add value to the company's strategy.
- Receive mentoring and support from industry experts.
- Gain hands-on experience to become a successful Financial Planner.
- Thrive in a collaborative culture that supports growth and learning.
- Enjoy flexible working arrangements that accommodate personal and professional needs.
Skills
Education
Job description
Index Wealth is seeking a motivated individual to become a qualified Financial Planner in Geelong. The role offers mentorship and growth opportunities within a supportive team focused on accessible, affordable financial advice for individuals and families.
A recent graduate or someone already in financial planning is welcome to apply. The firm emphasises hands-on experience, teamwork, and ongoing professional development, with flexible working arrangements to fit personal needs and a path to
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