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Holistic financial planner & client success lead

Adelaide
FAAA Board, Financial Advice Association of Australia
Planner
Posted: 12 March
Offer description

A leading financial advisory firm in Adelaide is seeking a dedicated Financial Planner / Review Advisor to build and manage a portfolio of over 100 clients. The ideal candidate will provide tailored, holistic financial advice, ensuring client satisfaction and success. Responsibilities include developing personalized financial plans, regularly reviewing portfolios, and educating clients on financial options. This role offers a supportive environment, with a competitive salary range of $120,000 to $140,000 depending on experience.#J-18808-Ljbffr

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