Financial Adviser

Financial Adviser | Wodonga, VIC

$125,000 + Super | Established Client Portfolio
 
Advice2Talent 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 opportunity
You'll be responsible for:

• Managing and developing an established portfolio of approximately 150 clients
• Delivering high-quality, compliant financial advice and ongoing client reviews
• Building strong, long-term client relationships
• Identifying opportunities to grow and deepen existing client relationships
• Working closely with the Head of Advice and Senior Adviser
• Collaborating with paraplanning and client service teams to deliver an exceptional client experience

 
Who we're looking for
This 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.  

• Location - Wodonga, Victoria
• Salary on Offer commencing from $125,000 + Superannuation
• Established portfolio - approximately 150 clients
• Strong internal advice, paraplanning and client service support

 
Salary on offer $125K plus super
 
If you're an Adviser considering a move to Wodonga or you're already in the region and ready for your next opportunity, I would love to have a confidential conversation.
Contact Hannah or Carolina from Advice2Talent to find out more.
[email protected]
[email protected]
 
For a confidential discussion call Carolina on 0412740090.