Financial Planner

vor 1 Woche

City of Melbourne, Österreich Empower Wealth Vollzeit

Integrated Pathways Pty Ltd T/A Empower Wealth

Join Empower Wealth: Transform Lives Through Financial Empowerment

Are you a dynamic financial planner with a passion for helping clients achieve their financial goals? Empower Wealth, a multi-award-winning advisory firm at the forefront of Property, Finance, and Wealth Advisory, is seeking an energetic and experienced professional to join our team in either Sydney or Melbourne.

About Us 

At Empower Wealth, we are dedicated to providing every Australian with the opportunity to create their preferred long-term lifestyle. Our team of specialist Advisors collaboratively develops tailored and holistic solutions, guiding clients to build passive income, achieve wealth, and reach their financial dreams. We believe in the power of education and are committed to delivering the best possible experience and solutions to our clients.

About The Role

As a Financial Planner at Empower Wealth, you will play a pivotal role in working with and nurturing new and existing client relationships. Your responsibilities include advising clients on risk/insurance options, reviewing superannuation and investment portfolios, and aligning them with the client's overall objectives. You'll be part of a supportive environment with internal industry experts, leading-edge systems, and ongoing support and training.

Key Responsibilities:

  • Provide initial and ongoing advice to diverse client segments.
  • Manage internal relationships with key support staff and advisory partners.
  • Ensure compliance with all necessary requirements and actively participate in strategic, investment, and risk training.
  • Develop lasting relationships with clients, guiding them on their journey to a wealthier tomorrow.
  • Embrace the firm's culture and collaborate effectively with team members.

About You

  • Completed Tertiary Qualifications in Finance or other relevant disciplines
  • Completed Tertiary Qualification satisfying FASEA Education standards
  • Minimum 3 years’ experience as Financial Planning Advisor in the Financial Planning industry 
  • Demonstrated progressive outlook, high energy, and a strong appetite for continuous learning and expanding knowledge
  • Proven track record in establishing and maintaining high-quality client relationships.
  • Strong proficiency in Risk/Insurance, SMSF (Self-Managed Superannuation Fund), Taxation, Retirement Planning and Investments
  • Organised, responsible, and adheres to high professional standards
  • Excellent written and verbal communication skills with a focus on customer service
  • Capability to work both independently and collaboratively in a team, demonstrating self-motivation
  • Proficient in using Xplan and Microsoft Suite

Benefits and Perks 

  • Employee Share Option Program
  • Shine Program (our internal Peer Review Program)
  • Employee Assistance Program (Professional Counselling)
  • 4 weeks paid Parental Leave
  • Flexible Work Policy
  • Commitment to providing access to high quality training content including The Property Couch Start and Build Course
  • Great city fringe offices in Melbourne and CBD Sydney to complement a hybrid working structure
  • With an expanded team of specialist advisors across multiple disciplines there are excellent opportunities for your own personal development in all things property, finance, money management, retirement planning etc, not to mention the potential career progression

Call to Action

This is a truly exciting opportunity to join a company who cares about helping as many Australians as possible in their journey to improve their financial wellbeing. So, if we sound like a business you want to be a part of, and this role sounds like you, we want to hear from you.

Respectfully, only successful applicants will be contacted.

Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

How many years' experience do you have as a financial planner?

Have you completed a qualification in financial planning?

How many years' experience do you have as a Self Managed Super Fund Specialist?

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