Job Description
Who we are
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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.
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About the Role
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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.
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Running your own client book from end-to-end
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Working within firms doing $2M-$10M+ revenue
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Utilising the tech and support to perform the job properly
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What You'll Bring
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2+ years of experience as a Financial Adviser
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A track record you're proud of talking through, not just a pulse and a licence number
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Why bother
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We only work with firms we genuinely recommend and work with personally.
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The firms we work with are all investing heavily into their tech, team and processes.
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Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
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📌 Financial Adviser (New South Wales)
🏢 Very Lucky Ventures
📍 New South Wales