Financial Planning Associate — Path To Adviser (Brisbane)

Financial Planning Associate — Path To Adviser (Brisbane)

15 Aug
|
Traction
|
Brisbane

15 Aug

Traction

Brisbane

Findex in Brisbane seeks an Associate to support financial planning with mentorship from a Wealth Partner.
You will become a key point of contact for client queries and contribute to the advice process, gaining autonomy over time as you grow toward an Adviser role.
Under supervision, you'll handle pre-appointment work, help prepare SOAs, and contribute to compliant, high-quality advice while building essential client relationships.
#J-*****-Ljbffr

📌 Financial Planning Associate — Path To Adviser (Brisbane)
🏢 Traction
📍 Brisbane

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