Wealth Planner: Build Relationships & Client Growth (New South Wales)

Wealth Planner: Build Relationships & Client Growth (New South Wales)

09 Aug
|
Bridges Financial Services
|
New South Wales

09 Aug

Bridges Financial Services

New South Wales

Bridges Financial Services is seeking a Financial Planner to manage the advice needs of existing clients in Parramatta, convert prospective clients and introduce recent clients through referrals.
You will leverage Insignia Financial platforms and established processes to drive productivity, compliance and client engagement.
Ideal candidates are RG146 compliant, with the Adviser exam completed and courses in Australian Tax Law and Commercial Tax.
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📌 Wealth Planner: Build Relationships & Client Growth (New South Wales)
🏢 Bridges Financial Services
📍 New South Wales

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