Established-Portfolio Financial Adviser: Strategic, Client-First (Victoria)

Established-Portfolio Financial Adviser: Strategic, Client-First (Victoria)

17 Sep
|
Fuse Recruitment
|
Victoria

17 Sep

Fuse Recruitment

Victoria

Job Description
Fuse Recruitment partners with a well-established financial planning firm in Melbourne seeking an experienced Financial Adviser to take over a portfolio of existing clients.
You'll focus on delivering quality advice with strong admin support and compliance oversight.
Take responsibility for annual reviews, retirement planning, wealth strategies and Centrelink guidance, while building long-term client relationships in a cooperative team environment.

📌 Established-Portfolio Financial Adviser: Strategic, Client-First (Victoria)
🏢 Fuse Recruitment
📍 Victoria

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: established-portfolio financial adviser: strategic, client-first (victoria) / victoria