Details.
Join Wealth Effect in an entry-level financial planning role with ongoing internal training, career growth and guidance from a senior adviser. The role involves developing and maintaining your own client portfolio, providing personalised financial planning and wealth management advice, and working alongside a senior financial adviser. Candidates should have strong customer service and communication skills, the ability to build and maintain relationships, attention to detail, time management skills, a focus on targets and results, and a willingness to learn. Phone experience is highly advantageous. Applicants must hold current ASIC RG146 Tier 1 compliance or a Diploma of Financial Planning, and have a valid driver's licence and reliable car. The position offers comprehensive training, mentoring, provided leads, an attractive salary with production-based bonuses, extra annual leave, employee benefits and a professional workplace culture.