Senior Financial Planner
at Fuse Recruitment
Melbourne, Victoria, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 21 Jul, 2024 | USD 150000 Annual | 29 Apr, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
WHO WILL YOU BE WORKING WITH?
The advisory firm is a long-standing firm with 33 years in the industry. Specializing in superannuation, retirement, estate, investments, mortgage advice, income protection and more. Our client is looking for a Senior Financial Planner to join their growing team and provide tailored holistic advice to their clients.
Responsibilities:
WHAT WILL YOU BE DOING?
- Service an existing book of clients
- Provide tailored holistic advice
- Generate new business through referral partners and client referrals
- Oversee advice process to ensure efficiency and compliance
- Build and maintain ongoing client relationships
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
Proficient
1
Melbourne VIC, Australia
