Senior Financial Planner Seeking Partnership - Toowoomba – Multi-Office Advisory Firm – Up To $200K
Core
Senior Financial Planner focused on business development, generating new fee growth, and building a personal client book within a multi-office advisory firm.
Role type
Senior Financial Planner (Business Development)
Builds
Holistic wealth strategies and long-term financial plans for families, professionals, agribusinesses, and regional enterprises.
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Business development, proactive client acquisition, relationship building, holistic wealth strategy design, long-term financial planning
Preferred skills
Confidence to grow own book, ability to develop professional referral partnerships
Responsibilities
Meet clients face-to-face, generate new fee growth, establish long-term financial plans, develop professional referral partnerships
Seniority
Senior, hands-on IC