At a Glance
- Tasks: Manage and grow an established client portfolio while delivering top-notch financial advice.
- Company: Advice2Talent, a reputable regional practice in Wodonga.
- Benefits: Supportive team, recurring revenue, and opportunities for professional growth.
- Other info: Join a dynamic team focused on compliance and high-quality service.
- Why this job: Take ownership of client relationships and make a real difference in their financial journeys.
- Qualifications: Experience as a Financial Adviser with strong client relationship skills.
The predicted salary is between 49500 - 60500 $ per year.
Advice2Talent in Wodonga is seeking an experienced Financial Adviser to join a well-established regional practice.
You will step into an existing portfolio of about 150 clients, with recurring revenue and the backing of an experienced advice, paraplanning and client service team.
This role offers ownership of the client relationships, the opportunity to deliver high‑quality, compliant advice and ongoing reviews, and to grow the portfolio as the practice continues to expand.
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Own & Grow an Established Client Portfolio in Wodonga employer: Advice2Talent
Join a thriving financial advice practice in Wodonga, where you can leverage an established client portfolio to make an immediate impact. With a strong focus on employee growth and a collaborative work culture, you'll benefit from the support of experienced teams while building long-term relationships with clients. This role offers not just a job, but a meaningful career path in a supportive environment that values your contributions.
