Sawyer Sourcing is partnering with a leading national, multidisciplinary professional services firm to appoint a Financial Advisor in Albury.
n
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.
n
The focus is on understanding what matters to each client and delivering practical, personalised advice—not transactional product sales.
n
The role
n
You'll manage and develop trusted client relationships, providing advice across areas including:
n
n
Superannuation and wealth accumulation
n
Investments and portfolio management
n
Retirement and income planning
n
Personal insurance and risk protection
n
Wealth structuring and estate-planning considerations
n
Ongoing portfolio reviews and strategic advice
n
n
You'll also collaborate with specialists from across the firm, strengthen existing relationships and identify opportunities to assist new clients.
n
About you
n
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.
n
You'll ideally bring:
n
n
Experience in financial planning, wealth management or client advisory
n
The qualifications and education required to provide financial advice in Australia
n
Strong communication and relationship‐building skills
n
Sound analytical and problem‐solving capability
n
A qualified, commercially aware and client‐focused approach
n
A genuine interest in building a long‐term career in the Albury region
n
n
CFP or other relevant professional credentials will be well regarded but are not essential.
n
Why consider it?
n
n
A respected national professional services environment
n
An established presence in the Albury region
n
Access to specialists across multiple disciplines
n
Compelling and wide-ranging client relationships
n
Continued technical and professional development
n
A team-oriented and supportive team
n
Scope to grow your profile, network and career
n
n
All applications and enquiries will be handled in strict confidence.
J-18808-Ljbffr