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Wealth client services pro — path to associate advisor

Yarra Glen
at
Posted: 18 March
Offer description

A leading wealth advice firm in South Yarra is seeking a client services professional eager to progress within the industry. This role supports a diverse client base, providing a clear pathway to become an Associate Adviser within 18–24 months. Responsibilities include preparing advice documents, attending client meetings, and managing adviser diaries. Ideal candidates have experience in financial planning or wealth management, a strong service mindset, and attention to detail. Enjoy a supportive team culture and the opportunity to develop your career in this dynamic environment.#J-18808-Ljbffr

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