Senior Financial Adviser: Inherit Established Client Book (Victoria)

Senior Financial Adviser: Inherit Established Client Book (Victoria)

12 Sep
|
Rgit Australia
|
Victoria

12 Sep

Rgit Australia

Victoria

Job Description

Coastal Advisory Australia is seeking an experienced Financial Adviser to inherit an established client portfolio and continue growing through referrals and the support of our marketing and development initiatives.

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You will work with Client Service and Technical Support teams to spend more time with clients and deliver holistic financial advice across wealth creation, retirement planning and insurance.

📌 Senior Financial Adviser: Inherit Established Client Book (Victoria)
🏢 Rgit Australia
📍 Victoria

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