29 Aug
|
Lawson Delaney
|
Australia
29 Aug
Lawson Delaney
Australia
Job Description
Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective.
n
Lead with purpose and shape the future of Wealth Management in one of regional Australia's most liveable communities.
n
Join a national professional services firm known for its team-oriented culture and strong client relationships. With Partner succession in mind, this is your opportunity to lead and grow the Wealth Management practice in Albury — combining the strength of a national platform with the autonomy to make a real local impact.
n
What You'll Do
n
n
Lead a portfolio of high-net-worth individuals, families, and private business clients.
n
Deliver forward-thinking advice across the firm's extensive client base.
n
Build, mentor, and inspire a high-performing team focussed on a client first mentality.
n
Drive business growth through your network and reputation.
n
Collaborate with Partners in tax, superannuation,
and investments to offer truly integrated solutions.
n
Influence firm strategy and play a key role in Partner succession.
n
n
What you'll bring
n
n
CFP, FASEA (or equivalent) and 10+ years relevant experience.
n
Deep experience advising HNW individuals, family groups, and SMEs.
n
Proven ability to grow relationships and drive recent business.
n
Commercially minded, entrepreneurial, and driven to make an impact.
n
Leadership presence with a passion for developing others.
n
n
Why this prospect
n
You'll join a forward-thinking professional services group that truly values its people, with the support, infrastructure, and flexibility to shape your own practice.
n
This is your chance to step into a leadership role with clear succession potential, influence national direction, and be part of a team-oriented, values-led partnership.
n
J-18808-Ljbffr
📌 Partner/associate Partner, Albury (Australia)
🏢 Lawson Delaney
📍 Australia