FINANCIAL PLANNING - MULTIPLE ROLES AVAILABLE
FINANCIAL PLANNING - MULTIPLE ROLES AVAILABLE We partner with some of the most reputable firms in the industry, offering roles across varying experience levels, from seasoned professionals to those seeking to step into leadership or advanced advisory positions.
Whether you’re a skilled paraplanner, an associate advisor, or a senior advisor, we have opportunities tailored to help you grow and thrive.
Why Work With Us? We connect you with industry leaders who value expertise, client relationships, and innovation.
- Career Growth: Access structured career pathways, whether you're looking to enhance your technical expertise, take on leadership roles, or build client portfolios.
- Prestigious Firms: Collaborate with organizations recognized for their excellence in wealth management, comprehensive financial planning, and client service.
- Diverse Clientele: Work with varied client bases, from high-net-worth individuals to sophisticated investors, providing tailored financial solutions.
- Flexible Work Environment: Many of our clients support hybrid working models, allowing for a balanced professional and personal life.
What We’re Looking For - Educational Background: Bachelor's or Master's degree in Financial Planning, Commerce, Finance, or related fields. CFP, FASEA certification, or RG146 preferred.
- Proven Experience: Demonstrated success in financial planning, wealth management, or paraplanning roles. Experience with HNW clients is highly valued.
- Technical Proficiency: Strong understanding of financial products, compliance requirements, and tools like Xplan, Praemium, or Morningstar.
- Client-Centric Approach: Excellent interpersonal and communication skills, with a focus on building trust and long-term client relationships.
- Team Collaboration: Ability to work within a pod structure or lead teams, fostering collaboration and shared success.
- Ambition and Growth: A passion for advancing in the financial planning profession and staying at the forefront of industry trends.
Join Us in Building Your Future If you’re ready to elevate your career in financial planning or wealth management, we want to hear from you. Whether you’re looking to refine your expertise or take on new challenges, let us connect you with a role that aligns with your ambitions.
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