Associate Advisor

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A well-established financial advisory firm is seeking a hands-on Associate Advisor to join their growing team!

Summary about this job

Financial Planning

Company: Ford Peterson

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-1800-2583

Fax: +61-8-2481-3593

E-mail: n\a

Site: n\a

Detail information about job Associate Advisor. Terms and conditions vacancy

The company:

Based in Sydney CBD, this advice firm have been providing professional and holistic advice to their clients for over a decade. Passionate about what they do, their success stems from building strong and lasting relationships with their clients, partnering with and support them in growing and safeguarding their assets.

The role:

This Associate role is a fantastic career step, offering brilliant exposure to various technical aspects by supporting the Advisors in client meetings, fact-finding sessions, investment product research and the review of investment reports.

Skills & Experience:

Prior experience in a CSO/Paraplanning/Associate Advisor role
Strong interpersonal skills
Diploma in Financial Planning
Career Driven and ambitious

For further information please contact Dominika Moskwa at [email protected] or call 0490 689 549.

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