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May

Financial Adviser Mentorship Program

Discovery Financial Management - Sydney, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Summary

A long-term paid mentorship program across all aspects of personal financial services.


Description

We are a boutique financial advisory firm near Town Hall holding our own Australian Financial Services Licence (AFSL) and Australian Credit Licence (ACL). Over the last 20+ years, we have provided multidisciplinary advice and services to build and protect wealth for families, including investment management, tax planning, insurance, lending, superannuation, estate planning and aged care.

You will need to be a university student (or a recent graduate) of a financial planning, law, or commerce degree, and have a keen interest in personal financial services. You must also:


  1. Help us achieve our mission – to be one of the best firms in Australia at providing financial care and direction to families. 
  2. Want to be part of an A-team – work hard, smart and have fun with team members.


The benefits associated with this role are:

  • Strong career outlook, with excellent opportunities for personal and professional growth.
  • A good client base to work with, comprised of respectful individuals and families.
  • An open and honest, "no politics" work environment.
  • Learning opportunities to grow your technical knowledge, soft skills and business acumen.
  • Work flexi-hours and days - we don't conform to the 9-5 mentality.


The successful candidate will also be:


  • Mature and well-organised, with strong time and task management skills.
  • Skilled at writing and enjoy producing Statements of Advice.
  • Have an inquisitive mind and be capable of conducting investment and legal compliance research.
  • Professionally presented with strong career ambitions.
  • Different, having an X-factor that makes you stand out from the crowd.