Financial Planner (Shepparton)

We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients. Responsibilities
- Develop comprehensive financial plans for clients based on their goals and risk tolerance
- Provide investment advice and recommendations
- Assist clients in retirement planning, estate planning, tax planning, and insurance needs
- Monitor and review clients' financial situations regularly
- Stay up-to-date with financial industry regulations and best practices Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certified Financial Planner (CFP) designation preferredMinimum of 3 years of experience in financial planning or related field
- Solid knowledge of financial services products and regulations
- Excellent communication and interpersonal skills Schedule Monday to Friday Work Authorisation Australia (Required) Location Shepparton, VIC (Preferred) Salary $90k to $110k plus super (based on experience) #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3qyaag