Super Associate jobs in Victoria

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CLIENT SERVICES OFFICER/ ASSOCIATE ADVISOR- $70,000 - $80,000 + SUPER

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

CompanyFs Recruitment Solutions
AddressMalvern, VIC
CategoryAccounting & Finance
Date Posted a week ago See detail

Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super

Fs Recruitment Solutions

Malvern, VIC

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

Associate Adviser - $100,000-$120,000 + super

Fs Recruitment Solutions

Melbourne, VIC

Conduct joint client meetings with directors for both new and existing financial services clients. Responsible for completing the fact finding, client goals and objectives, analyse and client prioritise recommendations to assist...

Associate Adviser - $85,000-95,000 + super

Fs Recruitment Solutions

Melbourne, VIC

Conduct joint client meetings with directors and consultants for both new and existing financial services clients. Build client strategies for wealth creation, superannuation, and insurance. Responsible for completing the fact fi...

Associate Adviser - $90,000-$100,000 + super

Fs Recruitment Solutions

Melbourne, VIC

Conduct joint client meetings with directors and consultants for both new and existing financial services clients. Build client strategies for wealth creation, superannuation, and insurance. Responsible for completing the fact fi...