Company Description
Titan Financial Planning is dedicated to helping clients identify and realize their desired lifestyle goals through customized financial strategies. Our focus is on providing advice and building financial platforms for clients ensuring convenience, control, clarity, and confidence. We take pride in partnering with our clients during both prosperous and challenging times to help them achieve their goals. Titan Financial Planning combines expert financial advice with a strong tech focus to deliver exceptional service and satisfaction.
Role Description
This is a full-time hybrid role for a Financial Advisor located in Central Coast, NSW. The Financial Advisor will be responsible for providing financial planning and advisory services, assisting clients in retirement planning and creating holistic financial plans, and creating tailored financial strategies. Daily tasks include meeting with clients, conducting financial assessments, preparing financial plans, and maintaining client relationships.
Qualifications
* Skills in Financial Planning and Finance
* Experience in Retirement Planning and Investments
* Proficiency in providing Financial Advisory services
* Excellent analytical and problem-solving skills
* Strong communication and interpersonal abilities
* Ability to work independently and in a team environment
* Appropriate degree or relevant qualifications
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