Junior Financial Advisor
On-siteSydney, New South Wales, Australia
Sydney, New South Wales, AustraliaOn-siteFull TimeEntry LevelBachelors DegreeSmall
Full TimeEntry LevelBachelors DegreeSmall
Job Summary
Gather client information and financial data, conduct market research, and analyze financial products. Prepare financial reports and presentations while assisting senior advisors with client meetings and plan implementation. Stay up-to-date on industry trends and regulations to contribute to a positive, collaborative work environment. This entry-level role offers comprehensive training and mentorship within a well-established Sydney team, with opportunities to earn industry certifications as you develop your financial planning expertise.
Required 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
- Eagerness to learn and a commitment to professional development
Desired Qualifications
- Proficiency in Microsoft Office Suite and financial planning software a plus
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