In this role, you will take over and nurture an existing book of quality clients while actively engaging new ones through your technical expertise and authentic approach.
You will deliver comprehensive, high-quality personal financial advice tailored to complex client needs within a well-established, innovative Sunshine Coast team.Key responsibilitiesDeliver comprehensive, high-quality personal financial advice tailored to complex client needsDeepen relationships within an established, active client bookExpand the business through demonstrable development and networking skillsWork seamlessly with dedicated support staff to ensure outstanding service deliveryContribute positively to cooperative team culture and office environmentAbout youMeet current professional standards for providing personal financial advice in Australia10+ years of experience as a Financial Planner is highly desirableIn-depth knowledge across all facets of comprehensive advice including SMSF, estate planning,
and taxExceptional client relationship capability with excellent verbal and written skillsSeeking a rewarding, long-term opportunity with potential partnership pathwaysAbout usFounded in **** by eight passionate Advisers, MiQ Private Wealth is a premier self-licensed national firm with over 50 professionals across seven Australian offices.
Managing more than $1.9B in client funds, we are deeply dedicated to helping Australians achieve true financial wellbeing through comprehensive, high-quality, holistic advice and outstanding client service.Competitive remuneration based on experienceStrong performance rewardsHeavy focus on professional development and networkingCollaborative culture with opportunities to help shape the business through participation in key forums such as the Investment Committee
#J-*****-Ljbffr