Associate Financial Planner

Permanent Opportunity

About Fortuna:

Fortuna Advisory Group is a multi-disciplined advisory business providing accounting, legal, wealth, finance, IT managed services, insurance and outsourcing to over 15,000 clients nationally.

The business was started in 2012 in Perth and has now grown to have 15 offices, principally in WA and 1 office in Sydney, but has an aggressive growth strategy to be National by the end of 2025. Providing accounting services to its clients is its core, and using its trust and reputation it has grown to provide additional advisory services to these clients. The business is expected to have more offices in Melbourne, Sydney and Brisbane by the end of the year. The business has been recognised through multiple awards and was twice listed within the AFR Top 100 Firms and the fastest growing companies in Australia.

We are seeking a dedicated and detail-oriented Associate Financial Planner with 2-3 years of experience to join our growing financial advisory team. As a Associate Financial Planner, you will work closely with senior team members to support clients in achieving their financial goals by helping in forming investment strategies, retirement planning, tax strategies, etc.

This is a great opportunity for someone looking to further develop their financial planning expertise while working in a collaborative and dynamic environment.

Key Responsibilities:

o Assist in the development and implementation of comprehensive financial plans for clients.

o Collaborate with senior planners to design customized solutions for clients, addressing their financial needs and objectives.

o Manage client portfolios under supervision, ensuring alignment with clients’ financial goals.

o Monitor and track clients’ financial progress, adjusting plans and strategies as needed.

o Participate in client meetings, taking notes, answering questions, and offering support during consultations.

o Maintain accurate and up-to-date client records in accordance with regulatory standards.

o Provide ongoing support for day-to-day client inquiries, addressing concerns and offering financial guidance when appropriate.

o Stay current with industry trends, new financial products, and regulatory changes.

What We’re Looking For:

o Bachelor’s degree in finance, Accounting, Economics, or a related field.

o 2-3 years of experience in financial planning/ wealth management.

o Strong understanding of financial planning principles, investment strategies, and risk management.

o Excellent analytical, problem-solving, and organizational skills.

o Strong verbal and written communication skills, with the ability to explain complex financial concepts to clients.

o Ability to work both independently and collaboratively as part of a team.

o High attention to detail and a client-focused mindset.

Why Join Us?

o Work with diverse and dynamic clients across various industries.

o Enjoy a flexible and collaborative working environment.

o Competitive compensation and performance-based incentives.

o Opportunities for personal and professional growth.

If you’re ready to make an impact and drive financial success for businesses, we’d love to hear from you!