Senior Financial Advisor — Grow A Retiree Book (Melbourne)

Senior Financial Advisor — Grow A Retiree Book (Melbourne)

21 Aug
|
@
|
Melbourne

21 Aug

@

Melbourne

Leading boutique financial advisory firm in Melbourne's Inner South/Eastern suburbs seeks a client‐facing Financial Advisor to inherit an existing book of retirees and pre‐retirees.
You will work closely with a senior advisor and the principal to provide tailored comprehensive financial advice.You will develop a long‐term client base, assess financial situations, liaise with providers, and grow via referrals while upholding fiduciary standards in a supportive 9–5, office‐based workplace.
#J-*****-Ljbffr

📌 Senior Financial Advisor — Grow A Retiree Book (Melbourne)
🏢 @
📍 Melbourne

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