21 Aug
|
Sawyer Sourcing
|
Albury
21 Aug
Sawyer Sourcing
Albury
Job Description
Local relationships. National capability.
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Sawyer Sourcing is partnering with a leading national, multidisciplinary professional services firm to appoint a Financial Advisor in Albury.
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This is an excellent opportunity to build meaningful, face-to-face client relationships while drawing on the expertise, resources and career opportunities of a substantial national organisation.
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The focus is on understanding what matters to each client and delivering practical, personalised advice—not transactional product sales.
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The role
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You'll manage and develop trusted client relationships, providing advice across areas including:
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- Superannuation and wealth accumulation
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- Investments and portfolio management
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- Retirement and income planning
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- Personal insurance and risk protection
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- Wealth structuring and estate-planning considerations
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- Ongoing portfolio reviews and strategic advice
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You'll also collaborate with specialists from across the firm, strengthen existing relationships and identify opportunities to assist new clients.
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About you
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We're interested in speaking with Financial Advisors at different stages of their careers.
The position and level of support can be shaped around the experience of the successful person.
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You'll ideally bring:
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- Experience in financial planning, wealth management or client advisory
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- The qualifications and education required to provide financial advice in Australia
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- Strong communication and relationship‐building skills
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- Sound analytical and problem‐solving capability
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- A professional, commercially aware and client‐focused approach
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- A genuine interest in building a long‐term career in the Albury region
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CFP or other relevant professional credentials will be well regarded but are not essential.
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Why consider it?
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- A respected national professional services environment
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- An established presence in the Albury region
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- Access to specialists across multiple disciplines
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- Interesting and wide-ranging client relationships
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- Continued technical and professional development
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- A team-oriented and supportive team
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- Scope to grow your profile, network and career
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All applications and enquiries will be handled in strict confidence.
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📌 Financial Advisor (Albury)
🏢 Sawyer Sourcing
📍 Albury