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Wealth Management Advisor

2 weeks ago

City of West Torrens, Australia Bartons Chartered Accountants Wealth Advisors Full time
Job Description

The successful candidate will be responsible for managing a diverse portfolio of clients, guiding them through complex home, investment, commercial, asset finance, and personal loans. Taking a consultative approach, you'll facilitate end-to-end brokering and identify opportunities to enhance our clients' financial well-being.

You will enjoy direct access to our Directors and management team, work closely with other departments, and contribute positively to an inclusive organisational culture.