27 Sep
|
FAAA
|
Queensland
Unknown Financial Advisory Firm in Fortitude Valley is seeking a Senior Financial Advisor to manage an established client portfolio with no new business targets.
You will work in a hybrid WFH setup, focusing on client retention and long-term relationships.
The successful candidate will have 6+ years in financial planning, a Business/Commerce degree, and FASEA compliance, with solid knowledge across investments, SMSFs, trusts, and direct investments.
Equity progression may be available.
#J-*****-Ljbffr
📌 Senior Financial Advisor – Retention Focus, Hybrid Wfh (Queensland)
🏢 FAAA
📍 Queensland