Wealth Planner: Build Relationships & Client Growth (City of Sydney)

Wealth Planner: Build Relationships & Client Growth (City of Sydney)

11 Aug
|
Bridges Financial Services
|
City of Sydney

11 Aug

Bridges Financial Services

City of Sydney

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 (City of Sydney)
🏢 Bridges Financial Services
📍 City of Sydney

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