An outstanding prospect has presented for an experienced financial advisor to join this established, highly regarded boutique firm that provides quality holistic advice to an enviable clientele.
Located in the Inner East, this impressive business houses a longstanding team of professionals dedicated to provision of quality comprehensive service to its sophisticated longstanding client base. The tenure of the staff is testament to the firm's culture, supportive management and career progression opportunities.
The chance now exists for an experienced financial advisor to join the firm in a new role, servicing existing clients and further growing this book through established referral sources and concrete leads. This is a truly client centric firm where relationships are paramount, and the role is fully supported with dedicated Associate and Client Services support, Paraplanning and inhouse resources.
The firm boasts a national presence with both Melbourne and Sydney offices catering to clients across both states.
The right candidate will have a background in the provision of comprehensive advice to a range of clients and the successful candidate will meet the following criteria.
We are looking for:
3+ years as a Financial Advisor
Experienced in provision of advice to pre-retirees and retirees
Positive knowledge and experience across superannuation, SMSFs, insurance, investments and aged care (not essential)
Belief in goals-based advice backed by sound financial strategies
Suitably qualified at degree level and meeting all FASEA requirements
Ability to work collaboratively with team and establish long lasting relationships with clients and colleagues
Client Centric Advice focus
Sound communication, interpersonal and relationship building skills
Committed to establishing yourself long term with this business and its clients.
This is a rare opportunity to join a very respected firm that will offer an exceptional workplace culture, cohesive and collaborative team environment, and to take over some ongoing revenue.
The owner and managing director is incredibly supportive and inclusive, and if you are looking for your next opportunity that will offer long term stability, exposure to a truly client centric advice approach and a great team, this is it.
Inner East location, attractive salary and uncapped bonus structure on offer.
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