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Holistic financial planner

Melbourne
Berritta Consulting
Planner
Posted: 4 January
Offer description

A financial services firm in Australia is looking for a dedicated Review Advisor to manage a portfolio of approximately 120 clients.
In this role, you will develop personalized financial plans and provide expert advice across various financial sectors.
The ideal candidate should be experienced in holistic financial advising, possess excellent communication skills, and be detail-oriented.
The offered salary ranges from $120k to $150k depending on experience, coupled with a supportive team to enhance your capabilities.#J-18808-Ljbffr

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