About Nathan Leake:
Dedicated financial services professional with outstanding relationshipbuilding
and problem-solving skills. Driven to exceed expectations and
operate effectively in fast-paced, high-pressure environments. Selfmotivated
team player adept at cultivating partnerships and building
lasting relationships across all demographics and management levels.
Dynamic and reliable with exceptional customer service and
communication skills.
Experience
Associate Private Wealth Advisor - Fortitude Private Wealth (Oct 2022-Current)
Education
BComm (Majors: Finance/Financial Planning) - University of Wollongong
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Jobs near Waterloo, Sydney
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We are expanding our advisory team and seeking experienced Financial Advisors with an existing client book who want to accelerate their earning potential. · Manage and grow your existing portfolio of clients. · Provide strategic wealth management, investment advice and portfolio ...
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Join a Leading Wealth Management Firm as a Private Wealth Advisor We are currently partnering with a highly respected Wealth Management firm that is actively seeking experienced Advisors to join their growing Private Wealth Advisory Network This full-time performance-driven role ...
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We are looking for a motivated Private Wealth Associate to join our boutique private wealth management firm in Chatswood Sydney. · Perform clerical and administrative tasks. · Manage CRM system. · Data entry. · ...
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