Junior Financial Advisor

Launch Your Financial Planning Career: Junior Financial Advisor

Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?

We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydney team! In this role, you'll gain valuable experience working alongside established advisors, assisting with client service, and developing your financial planning expertise.

Responsibilities:

• Gather client information and financial data.
• Conduct market research and analyze financial products.
• Prepare financial reports and presentations.
• Assist senior advisors with client meetings and plan implementation.
• Stay up-to-date on industry trends and regulations.
• Contribute to a positive and collaborative work environment.

Qualifications:

• Bachelor's degree in Finance or a related field (or actively pursuing).
• Strong analytical and problem-solving skills.
• Excellent communication, interpersonal, and writing skills.
• Proficiency in Microsoft Office Suite and financial planning software a plus.
• Eagerness to learn and a commitment to professional development.

Benefits:

• Comprehensive training and mentorship program.
• Opportunity to earn industry certifications.
• Be part of a dynamic team and build a rewarding career in financial planning.

If you're ready to launch your career in financial planning and make a real difference in people's lives, we want to hear from you!

To Apply:

Please submit your resume online, email to jason@zylorecruit.com.au or call 0408 513 243 for a confidential discussion