We seek an experienced Financial Planner for a senior client-facing position.
In this role, you will be part of a dynamic cross-functional team of specialists based in Melbourne. Together you will travel to regional locations and develop strong relationships with existing and new clients and collaborate on plans to achieve their goals.
You will tailor bespoke strategies that reflect an intimate understanding of the needs of each and every one of our clients and work closely with paraplanners to ensure comprehensive high-quality advice documents.
In return, you will derive great satisfaction from seeing your advice make a real difference and be rewarded with an attractive salary and a clear career path, offering access to professional development and mentoring by our team of outstanding senior advisors.
SKILLS & EXPERIENCE
Dodgshun Medlin provides integrated professional services to enterprises, individuals and families – farmers, manufacturers, retailers and investors – throughout regional Victoria, New South Wales and South Australia, and to city people with sophisticated rural interests. We deliver the foresight, confidence and clarity needed to help grow thriving communities.
Why should you join Dodgshun Medlin?