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Listed twelve days ago

This is a Full time job

$140k - $160k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
12d ago
Listed eighteen days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
18d ago
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