Financial Planning
Helping people with some of the most important and often difficult financial decisions can be both challenging and rewarding.
Able to quickly gain a thorough understanding of a client's current situation, and assist them to identify their financial objectives, you'll be tasked with developing the appropriate strategy to bridge the gap.
As a Financial planner with NAB, you could specialise in:
- Debt and cash flow management
- Wealth accumulation
- Portfolio management
- Personal wealth and asset protection
- Social Security
- Estate Planning
Louise - Financial Planning Manager
"I'd worked for a lot of large organisations, before a friend in Financial Planning gave me some great advice. She said "get into NAB. They have the best model and support for Financial Planners". It led to the best decision I've made. The support, incentives and people development are the best I've experienced and the model isn't just about money; it's about quality as well.
"I suppose financial advice is actually a small part of what I do. I first have to build relationships and really get to understand my clients, before I start formulating strategies. To be successful, you need to be comfortable with people. My role is more to do with listening than any hard sell.
"You'll do well at NAB if you're passionate, focused and hungry for success. You might not possess all the technical skills, but you do need to be driven and positive about what you want to achieve. The responsibility is on me to deliver in business and in my career, though I know that if I put my hand up, NAB will be there to help me out. In fact working here gives me enormous flexibility. I'm autonomous and my role works around me. The work / life balance is the best I've ever had."
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