11 Sep
|
Very Lucky Ventures
|
Sydney
11 Sep
Very Lucky Ventures
Sydney
Financial Adviser | Sydney & Melbourne ?
? Who we are
We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale. We help by building the team, tech and process that differentiate them from the old-era of financial advice.
? About the Role
Running your own client book from end-to-end, inside a well-established financial advice firm. Real advice depth - strategy, super, insurance, investments. Firms doing $2M-$10M+ revenue, with the tech and support behind you to actually do the job properly.
- Running your own client book from end-to-end
- Providing real advice depth - strategy, super, insurance, investments
- Working within firms doing $2M-$10M+ revenue
- Utilising the tech and support to perform the job properly
✅ What You'll Bring
- 2+ years of experience as a Financial Adviser
- Experience across retail financial advice including investments, debt structuring, tax & superannuation
- Full authorisation - AFSL authorised, FASEA-compliant qualifications, Skilled Year complete
- A track record you're proud of talking through, not just a pulse and a licence number
? Why bother
- We only work with firms we genuinely recommend and work with personally.
- The firms we work with are all investing heavily into their tech, team and processes.
- Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
? We're always talking to good Advisers in Sydney & Melbourne. If you're after a confidential chat to weigh up your options, send your CV or DM us directly.
📌 Financial Adviser (Sydney)
🏢 Very Lucky Ventures
📍 Sydney