Friday, November 21, 2008

Financial Planners wanted
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Own the relationships with your customers.

Rewarding high-level work! 

If you are passionate about building great relationships with your clients, if you are self-motivated, AND, if you like finance, then this job is perfect for you.

MBA Wealth Advisers is affliated with a company which has steadily grown and diversified over eight years, evolving into a market leader in its field.

We are looking for a qualified Financial Planner and a unique opportunity now exists for the right person. Make the switch and become part of an exciting new team.

To work in this role, you will need to be an organised, enthusiastic person, with the skills and drive to expand the business further.

Responsibilities include:

> Develop relationships with new and existing clients.
> Develop and maintain relationships with our Broker referralsand business introducers.
> Evaluate and analyse the client’s situation and develop financial plan strategies and solutions.
> Implement and review the financial plans. 

You will need to be PS 146 compliant, with experience in the financial services industry. More importantly, you will be passionate about becoming part of the MBA Wealth Advisers team, willing to embrace our culture and committed to helping our clients achieve their goals.

 

Phone Tina at MBAWA on (07) 3352 9600 or email your CV to tinac@mbacorp.com.au

 



Part Time Planners
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 Work while your kids are at school

Part time Financial Planners

If you are passionate about building great relationships with your clients, if you are self-motivated, AND, if you like finance and want to work part time, then this job is perfect for you.

MBA Wealth Advisers is affliated with a company which has steadily grown and diversified over eight years, evolving into a market leader in its field.

We are looking for qualified Financial Planners and a unique opportunity now exists for the right person. Make the switch and become part of an exciting new team.

To work in this role, you will need to be an organised, enthusiastic person, with the skills and drive to expand the business further.

Responsibilities include:

> Develop relationships with new and existing clients.
> Develop and maintain relationships with our Broker referralsand business introducers.
> Evaluate and analyse the client’s situation and develop financial plan strategies and solutions.
> Implement and review the financial plans. 

You will need to be PS 146 compliant, with experience in the financial services industry. More importantly, you will be passionate about becoming part of the MBA Wealth Advisers team, willing to embrace our culture and committed to helping our clients achieve their goals.

 

Phone Tina at MBAWA on (07) 3352 9600 or email your CV to tinac@mbacorp.com.au

 



Where to find us...
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mba wealth advisers, first floor, 9 south pine road, PO Box 550, alderley  qld  4051
phone  07 3352 9600  -  fax 07 3352 9688  -  email
info@mbawealthadvisers.com.au

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