Associate Adviser/Client Services Manager

Overview

At Fitzpatricks Private Wealth WA we exist to enrich the lives of our clients. We are part of Fitzpatricks Advice Partners, a privately-owned, national advisory firm that specialises in assisting Business Owners, Business Leaders and Family Groups to grow and protect their wealth and safeguard their prosperity. With a total balance sheet approach, we bring all of the client's affairs together to give them Direction, Capability and Confidence, ensuring that they are on-track to achieving their ideal life.

Fitzpatricks Private Wealth WA was established in 1993 and is proudly in its 33rd year of empowering clients to lead enriching lives.

Role Description

We have a full-time Associate Adviser/Client Services Manager position that has become available in our Perth Office. As part of our team, you will work closely with our Senior Advisers servicing a portfolio of long-term clients, providing personalised advice and solutions that are designed ...