Financial Planner - Grow Client Wealth & Advisory in Melbourne

Financial Planner - Grow Client Wealth & Advisory in Melbourne

Melbourne Full-Time On-site
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Bridges Financial Services, part of Insignia Financial, is seeking a Financial Planner in Geelong to manage the advice needs of existing clients, convert prospective clients, and introduce new clients through referrals while leveraging Insignia Financial's digital platforms and advice processes.

You will work collaboratively, coach colleagues, and drive client experience with RG146 compliance and Adviser exam as mandatory.

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Financial Planner - Grow Client Wealth & Advisory in Melbourne employer: Insignia Financial

At Insignia Financial, we pride ourselves on fostering a dynamic work culture that champions innovation and collaboration. As a Senior Full-Stack Engineer, you'll enjoy the autonomy to drive technical decisions while working alongside a team dedicated to modern engineering practices and AI-enabled development. Our commitment to employee growth is reflected in our investment in cutting-edge technologies and continuous learning opportunities, making this an exceptional place for those seeking meaningful and rewarding careers in a vibrant location.

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Contact Details:

Insignia Financial Recruitment Team