Senior Financial Planner: Inherit Established Client Portfolio Canberra

Senior Financial Planner: Inherit Established Client Portfolio Canberra

26 Aug
|
Berritta Consulting
|
Canberra

26 Aug

Berritta Consulting

Canberra

Job Description
Berritta Consulting is seeking a Senior Financial Planner to take over an established client portfolio and continue growing through referrals.
You will deliver holistic advice across wealth creation, retirement planning and estate planning, while leveraging a solid support team to implement recommendations.
Join a nationally active wealth management business with structured succession, competitive pay, and opportunities to expand your client base within a cooperative team setting.
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📌 Senior Financial Planner: Inherit Established Client Portfolio Canberra
🏢 Berritta Consulting
📍 Canberra

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