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
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
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.
#J-*****-Ljbffr

📌 Financial Adviser (New South Wales)
🏢 Very Lucky Ventures
📍 New South Wales