Strategic Financial Planning Expert
2 weeks ago
Experienced in providing high-quality financial planning advice, IDEX Consulting seeks a skilled Associate Financial Planner to excel in client-centric goals-based lifestyle focus.
This role involves working closely with an existing partner to refine and develop exceptional Financial Planning skills.
The ideal candidate will have a deep appreciation for cash flow management and goals-focused financial planning.
We offer competitive remuneration, commensurate with experience. Our estimated salary range for this position is $60,000 - $80,000 per annum, depending on qualifications and location.
About the Role:
- Deliver top-notch financial planning services with a strong emphasis on client satisfaction
- Collaborate with our experienced partner to enhance and fine-tune your skills
- Develop a comprehensive understanding of cash flow management and goals-focused financial planning
Benefits:
- A supportive work environment that fosters growth and development
- Ongoing training and mentorship opportunities
- A competitive salary package and benefits
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