Financial Planner – Build Your Future with Us

Location: Mackay
Employment Type: Full-Time
Salary: Competitive + Performance Incentives

About Us

We are a forward-thinking financial planning firm dedicated to helping clients achieve their life goals through tailored financial strategies. Our team values integrity, collaboration, and innovation, and we’re passionate about delivering exceptional client experiences.

The Opportunity

Are you an experienced Financial Planner looking for a fresh start or a platform to grow your career? We’re offering an exciting opportunity to join a supportive team where your expertise is valued, and your success is our priority.

What You’ll Do

Build and maintain strong client relationships based on trust and transparency.

Develop personalized financial strategies to help clients achieve their goals.

Stay up to date with market trends, legislation, and financial products.

Collaborate with a team of professionals to deliver holistic advice.

What We’re Looking For

Experience: Minimum 3 years as a Financial Planner or Adviser.

Qualifications: Relevant financial planning certifications (e.g., FASEA compliance).

Skills: Strong communication, client engagement, and problem-solving abilities.

Mindset: Growth-oriented, ethical, and client-focused.

What We Offer

Competitive remuneration with performance-based bonuses.

Access to cutting-edge tools and resources.

Ongoing professional development and career progression.

A supportive, collaborative team culture.

Ready to take the next step in your career?
Apply now and join a firm that values your expertise and empowers you to succeed.