Senior Financial Adviser
LifeNet(WA) Financial Advice
Posted 3 days ago
This is a full-time, on-site role for an experienced Financial Adviser located in Balcatta, WA. The Financial Adviser will be responsible for creating and implementing financial plans, advising clients on investment options, wealth protection strategies, and managing retirement planning strategies. Day-to-day tasks include analysing financial data, maintaining strong client relationships, and providing personalized financial advice to meet the unique needs of each client. You will also need to maintain regulatory standards and have a strong compliance focus.
You will start with a client base of 110 clients, an experienced support team to assist, and you will be expected to grow your client base over time.
About LifeNet(WA) Financial Advice
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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