$125,000 + Super | Established Client PortfolioAdvice2Talent is recruiting for an experienced Financial Adviser to join a well-established and growing regional financial advice practice in Wodonga.This is not a role where you'll be starting from scratch.You'll step into an established portfolio of approximately 150 clients, servicing a recurring revenue book, with the support of an experienced advice team.The opportunityYou'll be responsible for:Managing and developing an established portfolio of approximately 150 clientsDelivering high-quality, compliant financial advice and ongoing client reviewsBuilding solid,
long-term client relationshipsIdentifying opportunities to grow and deepen existing client relationshipsWorking closely with the Head of Advice and Senior AdviserCollaborating with paraplanning and client service teams to deliver an exceptional client experienceWho we're looking forThis 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.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.Location - Wodonga, VictoriaSalary on Offer commencing from $125,000 + SuperannuationEstablished portfolio - approximately 150 clientsStrong internal advice, paraplanning and client service support
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📌 Financial Adviser (Victoria)
🏢 Advice2Talent
📍 Victoria
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