Senior Financial Adviser — Regional Role, 150-Client Portfolio (Wodonga)

Senior Financial Adviser — Regional Role, 150-Client Portfolio (Wodonga)

28 Sep
|
CareerBank
|
Wodonga

28 Sep

CareerBank

Wodonga

Advice2Talent in Wodonga, VIC, is recruiting an experienced Financial Adviser to join a well-established regional practice. You’ll inherit an existing portfolio of about 150 clients and a recurring revenue book, with support from an experienced advice team.

You will deliver high-quality compliant financial advice, conduct client reviews, and nurture long-term relationships while collaborating with paraplanning and client service teams to ensure an exceptional client experience.

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📌 Senior Financial Adviser — Regional Role, 150-Client Portfolio (Wodonga)
🏢 CareerBank
📍 Wodonga

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