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Wealth advisory associate — path to adviser

Perth
Shadforth Financial Group
Posted: 4 June
Offer description

Shadforth Financial Group is looking for an experienced Associate Adviser to join their Perth team. This pivotal role involves working closely with Private Wealth Advisers (PWAs) and delivering high-quality support to clients. Ideal candidates will have a background in financial services and familiarity with XPLAN software.

The position emphasizes teamwork, proactive client management, and compliance with internal standards. Aspirants should have aspirations for growth within the advisory space.

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