Financial Planning Associate: Strategy & Client Growth (Parramatta)

Financial Planning Associate: Strategy & Client Growth (Parramatta)

26 Sep
|
Big River Resources
|
Parramatta

26 Sep

Big River Resources

Parramatta

Big River Resources, LLC, an established advice business in Australia, is seeking an ambitious Advice professional to join a mature, self-licensed AFSL practice with a solid client book and solid internal support. The role blends client strategy, engagement, business development and long-term advisory relationships.

You will work with a Senior Financial Adviser, driving client meetings, file notes, Xplan upkeep, lodgements and strategy materials.

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📌 Financial Planning Associate: Strategy & Client Growth (Parramatta)
🏢 Big River Resources
📍 Parramatta

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