Roc Consulting seeks a Senior Financial Adviser to manage an existing client portfolio in a well-established advisory firm based in Fortitude Valley. You will perk from a relaxed culture, early finishes on Fridays, and hybrid WFH flexibility.
The ideal candidate has 6+ years in Financial Planning, a Business/Commerce degree with FASEA compliance, and extensive experience with direct investments, SMSFs, trusts, and investment companies, focusing on client retention and long tenure.
J-18808-Ljbffr