CFP Private Wealth Advisor: Strategic Planning & Growth

Pitcher Partners; Newcastle City Council; On-site; AUD 80,000 - 100,000; Full time

Job summary

A leading accounting and advisory firm in Newcastle is seeking a Private Client Adviser to manage a portfolio of valued clients, delivering tailored financial advice. The ideal candidate will possess a Certified Financial Planner designation and strong relationship management skills. This role offers opportunities for professional growth within a collaborative culture that values success and contributions.

Qualifications

• Strong relationship management skills.

Responsibilities

• Manage a portfolio of valued clients.
• Deliver tailored financial advice.
• Promote professional growth within a collaborative culture.

Education

Certified Financial Planner designation

Job description

A leading accounting and advisory firm in Newcastle is seeking a Private Client Adviser to manage a portfolio of valued clients, delivering tailored financial advice. The ideal candidate will possess a Certified Financial Planner designation and strong relationship management skills. This role offers opportunities for professional growth within a collaborative culture that values success and contributions.