Senior Financial Advisor

The Andersen Partnership; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Melbourne is looking for experienced Financial Advisors to join their dynamic teams. This is an excellent opportunity to contribute to personalized financial advice in a client-focused environment. Candidates must have a background in financial planning in Australia and a Bachelor's degree in Finance or a related field. The role involves managing existing clients, onboarding new clients, and developing long-term relationships with referral partners. Please submit your resume to apply.

Qualifications

• Experience in Financial Planning in Australia is a must.
• Completion of Professional Year is required.

Responsibilities

• Collaborate with a team to provide personalised financial advice.
• Create high-quality advice solutions tailored to client needs.
• Maintain long-term relationships with referral partners.
• Manage existing clients and onboard new clients.
• Bring creativity to enhance the company's strategy.

Skills

Excellent interpersonal skills

Education

Bachelor's degree in Finance or related field

FASEA Approved Qualifications

Job description

Overview

We are seeking experienced and driven Financial Advisors to join well-established financial planning firms located in the CBD and surrounding areas.

Excellent opportunity to work with dynamic teams that emphasize professional growth and client-focused services.

Role are for small boutique practices, mid-tier & larger financial services companies based in Melbourne & wider Australia.

Responsibilities

• Collaborate with a team of experienced professionals to provide personalised financial advice to clients
• Contribute to the creation of high-quality advice solutions tailored to each client's needs
• Cultivate and maintain long-term relationships with referral partners
• Manage existing clients and facilitate the on-boarding of new clients
• Bring a creative mindset to add value to the company's overall strategy

Qualifications

• Must have experience in Financial Planning in Australia
• Bachelor's degree in Finance or related field
• FASEA Approved Qualifications
• Professional Year completed
• Excellent interpersonal skills

Please submit your resume to Sean ([e-mail]) or apply via the portal.