Financial Adviser (Victoria)

Financial Adviser (Victoria)

28 Sep
|
CareerBank
|
Victoria

28 Sep

CareerBank

Victoria

Financial Adviser | Wodonga, VICAre you ready to relocate to an affordable place -Median House Price $550K -$600K Get out of city and into an affordable vibrant Regional Area.
$125,000 - $140,000 + Super | Established Client PortfolioAdvice2Talent is recruiting for an experienced Financial Adviser to join a well-established and growing regional financial advice practice in Wodonga.This is not a role where you'll be starting from scratch.You'll step into an established portfolio of approximately 150 clients, servicing a recurring revenue book, with the support of an experienced advice team.The opportunityYou'll be responsible for:Managing and developing an established portfolio of approximately 150 clientsDelivering high-quality, compliant financial advice and ongoing client reviewsBuilding solid,



long-term client relationshipsIdentifying opportunities to grow and deepen existing client relationshipsWorking closely with the Head of Advice and Senior AdviserCollaborating with paraplanning and client service teams to deliver an exceptional client experienceWho we're looking forThis opportunity would suit an experienced servicing Adviser who enjoys building genuine relationships with clients and is looking for the next stage of their career within a supportive advice team.You'll inherit an established client base while still having the opportunity to grow your portfolio and contribute to the continued growth of the business.LocationLocation - Wodonga, VictoriaSalarySalary on Offer commencing from $125,000 - $140,000 + SuperannuationBenefitsEstablished portfolio - approximately 150 clientsStrong internal advice, paraplanning and client service supportAdditional Salary InformationSalary on offer Range $125K -$140K plus super depending on skills and experienceRequirementsMust have Minimum 5 years of experience in working as a Financial Adviser.
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📌 Financial Adviser (Victoria)
🏢 CareerBank
📍 Victoria

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