Financial Adviser Melbourne

Financial Adviser Melbourne

05 Aug
|
Verse Wealth
|
Melbourne

05 Aug

Verse Wealth

Melbourne

Why work at Verse?
Provide life-changing advice to lots of new clients.
Build long-term relationships with Journey clients, mainly high-income professionals and pre-retirees.
Understand your clients better than ever, by following our process built around our clients' values, intentions, and financial well‑being.
Focus solely on your clients, as we have the resources and systems across administration, paraplanning and implementation to free up your time and energy for what you're outstanding at.
Have regular Journey sessions with clients to guide them towards their goals and make choices about how to not just build and preserve wealth, but use it as a resource to truly live.

To be a fit of the role, you must:
Have outstanding character - that means you're a person of integrity and substance.
Understand the value of advice (note: it's not the 'strategies' or 'reviews')
Communicate clearly the value of advice,



and be confident charging for it
Have a history of successfully bringing on current clients.
Use your time and energy well (being a great adviser isn't enough)
Be ready to learn—we continually strive to improve our skillset to deliver the best possible experience to clients

Need not apply ifyou don't have:
Sound technical, investment, and real-world financial knowledge.
Minimum 3 years experience as a Financial Adviser.
Degree qualified (CFP highly regarded)
A track record of success

Remuneration
$150,000 - $200,000 + Super
Clear remuneration program for annual pay rises

Interested?

Apply by completing our Career History Questionnaire:

We'll review your responses, and let you know if we'd like to organise an interview.
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📌 Financial Adviser Melbourne
🏢 Verse Wealth
📍 Melbourne

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