Description

Are you a detail-oriented and a motivated individual with a passion for helping people with their money? 

We at Everest Wealth are seeking a Financial Planning Associate to join our team in Perth or Melbourne office and provide crucial support to our financial planners. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey.

Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts. We are a young & dynamic team with flexible working arrangements and with the ability for growth in your role. 

Responsibilities:

Collaborate with financial advisers to gather client information & assist with the creation of holistic financial plans
Assist in client meetings, with file notes & strategy preparation
Perform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategies
Stay updated on industry regulations, compliance requirements, and best practices in financial planning
Requirements:

At least 1 years’ experience in an Associate
Intermediate experience with the Microsoft Office Suite
Strong knowledge of financial products, investment vehicles, and financial planning principles
Excellent attention to detail and organisational skills
Exceptional written and verbal communication abilities
Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment
Outgoing, team orientated and eager to learn
Applicants must have unrestricted working rights in Australia. Australian citizenship or permanent residency is required
Benefits:

Competitive salary commensurate with experience
Positive and collaborative work environment
Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future. Apply today and become an integral part of our team working towards our goal of providing advice to all young Australians.