Unknown Financial Advisory Firm in Fortitude Valley is seeking a Senior Financial Advisor to manage an established client portfolio with no recent 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 robust knowledge across investments, SMSFs, trusts, and direct investments. Equity progression may be available.