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Wealth Management Associate

A vacancy exists for a Wealth Management Associate to join a successful firm in the Southern Suburbs.

The role will provide admin support to the Wealth Manager and handle the coordination of information between clients, the Manager and technical specialists.

The ideal candidate will have solid knowledge of FICA and FAIS and have experience in financial needs analysis with 1 to 3 years experience in financial planning. A financial or commerce degree is a requirement and a CFP will be advantageous.