Job Description
Are you a motivated, client-focused Financial Adviser ready to step into an established client portfolio and make it your own? We're seeking an experienced professional to provide strategic financial planning and investment advice to a diverse client base across Canberra and the surrounding region.
We are open to applications from Albury or nearby locations. If you enjoy delivering results, building strong client relationships and making a real impact, this is the role for you!
Your role, your contribution!
- Understand and assess client needs through meaningful, ongoing relationships
- Deliver strategic financial planning and investment advice tailored to individual goals
- Identify and develop new client opportunities across Brisbane and the region
- Meet agreed growth and revenue targets while delivering outstanding client outcomes
- Service and retain your client base by providing solutions that meet their evolvi...