Wealth Strategy Architect Toowoomba Regional

Wealth Strategy Architect Toowoomba Regional

06 Aug
|
Robertson Scannell
|
Toowoomba Regional

06 Aug

Robertson Scannell

Toowoomba Regional

Robertson Scannell, a Toowoomba-based financial firm, seeks a Strategist to join our financial planning team on a full time basis. You will work with advisers and paraplanners, researching and developing tailored client strategies.

Responsibilities include retirement and cashflow planning, debt management, wealth protection and estate planning, plus evaluating investments and life insurance to meet client needs. You will document adviser notes and contribute to process improvements.
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📌 Wealth Strategy Architect Toowoomba Regional
🏢 Robertson Scannell
📍 Toowoomba Regional

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