Financial Planning Associate: Strategy & Client Growth Sydney

01 Oct

Big River Resources

Sydney

01 Oct

Big River Resources

Sydney

Job Description
Big River Resources, LLC, an established advice business in Australia, is seeking an ambitious Advice skilled to join a mature, self-licensed AFSL practice with a solid client book and solid internal support.
The role blends client strategy, engagement, business development and long-term advisory relationships.
You will work with a Senior Financial Adviser, driving client meetings, file notes, Xplan upkeep, lodgements and strategy materials.
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📌 Financial Planning Associate: Strategy & Client Growth Sydney
🏢 Big River Resources
📍 Sydney

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