Equity Trustees jobs
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Posted 5d ago
ASSOCIATE WEALTH ADVISOR (INTERNALLY CONSULTANT, TRUSTEE INVESTMENTS )
Equity Trustees
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Join a supportive team focused on helping clients navigate personal challenges.
- Provide tailored financial solutions and emotional support to clients.
- Collaborate with advisers to develop investment strategies aligned with fiduciary principles.
Posted 5d ago
WEALTH ADVISOR
Equity Trustees
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Support the delivery of tailored financial solutions for clients affected by health and personal injury.
- Attend client meetings with Relationship Managers, offering technical expertise and emotional support.
- Help develop investment strategies and portfolio reports aligned with fiduciary principles.