Job Description
$125,000 + Super | Established Client Portfolio
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Advice2Talent is recruiting for an experienced Financial Adviser to join a well-established and growing regional financial advice practice in Wodonga.
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This is not a role where you'll be starting from scratch.
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You'll step into an established portfolio of approximately 150 clients, servicing a recurring revenue book, with the support of an experienced advice team.
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The chance
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You'll be responsible for:
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Managing and developing an established portfolio of approximately 150 clients
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Delivering high-quality, compliant financial advice and ongoing client reviews
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Building strong, long-term client relationships
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Identifying opportunities to grow and deepen existing client relationships
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Working closely with the Head of Advice and Senior Adviser
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Collaborating with paraplanning and client service teams to deliver an exceptional client experience
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Who we're looking for
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This opportunity would suit an experienced servicing Adviser who enjoys building genuine relationships with clients and is looking for the next stage of their career within a supportive advice team.
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You'll inherit an established client base while still having the opportunity to grow your portfolio and contribute to the continued growth of the business.
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Location - Wodonga, Victoria
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Salary on Offer commencing from $125,000 + Superannuation
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Established portfolio - approximately 150 clients
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Strong internal advice, paraplanning and client service support
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#J-*****-Ljbffr

📌 Financial Adviser (Victoria)
🏢 Advice2Talent
📍 Victoria