Financial Planner – Remote
Core
Conduct comprehensive financial assessments and develop tailored financial plans for HENRY households (High Earners, Not Rich Yet) using a digital-first advice model.
Role type
Financial Planner (Digital-first)
Builds
Tailored financial plans, financial reports, and recommendations for clients.
Domain
Financial Planning / Wealth Management
Required skills
Financial assessments, tailored plan development, ongoing client advice, regulatory compliance, market trend analysis, client relationship management, cross-functional collaboration, financial reporting, best interests duty, technology-assisted advice tools
Preferred skills
SMSF experience, startup environment adaptability, process shaping
Technologies
Diagnostic tools, calculators, technology platform, automated outputs