Senior Financial Adviser Regional Role, 150 Client Portfolio Wodonga

Senior Financial Adviser Regional Role, 150 Client Portfolio Wodonga

07 Oct
|
CareerBank
|
Wodonga

07 Oct

CareerBank

Wodonga

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.

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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 Wodonga
🏢 CareerBank
📍 Wodonga

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