Client manager role with a lot of referral networksWell established and loyal client baseThis role is focus on nurturing relationships and providing exceptional advice.Full team of support to help you in the roleAre you passionate about building lasting client relationships.
We're seeking a dedicated Advisor to manage a portfolio of approximately 120 clients, delivering tailored, holistic financial advice to ensure their success.Join a energetic team and focus on what you do best, helping clients achieve their financial dreams.What You'll DoDevelop personalized financial plans for clients' goals, from retirement to wealth growth.
Provide expert advice across investments, insurance, taxes, and estate planning.Regularly review and adjust client portfolios to align with changing needs and markets.Build and maintain solid,



trust-based relationships to ensure client satisfaction.Conduct periodic check-ins to assess progress and update financial strategies.Educate clients on financial options to empower informed decision-making.Who You AreProven experience in holistic financial advising with a client-focused mindset.Excellent communicator, making complex financial concepts clear and relatable.Detail-oriented, ensuring advice aligns with each client's unique goals.Team-oriented team player, comfortable working with our business development staff.
Passionate about client success, prioritizing long-term trust and satisfaction.Knowledgeable in investments, insurance, taxes, and estate planning strategies.Why Join Us?
Be part of a supportive team that values your expertise and passion forSalary dependent on experience and will range between $120 to $150k.
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📌 Financial Planner Holistic Financial Planning Brisbane
🏢 Berritta Consulting
📍 Brisbane