Senior Financial Adviser Regional Role, 150 Client Portfolio Victoria

Senior Financial Adviser Regional Role, 150 Client Portfolio Victoria

01 Oct
|
CareerBank
|
Victoria

01 Oct

CareerBank

Victoria

Job Description
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 Victoria
🏢 CareerBank
📍 Victoria

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