Senior Financial Advisor Retention Focus, Hybrid Queensland (Australia)

Senior Financial Advisor Retention Focus, Hybrid Queensland (Australia)

06 Aug
|
Roc Consulting
|
Australia

06 Aug

Roc Consulting

Australia

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-*-Ljbffr

📌 Senior Financial Advisor Retention Focus, Hybrid Queensland (Australia)
🏢 Roc Consulting
📍 Australia

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