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, cutting-edge Sunshine Coast team.
Key responsibilities
Deliver comprehensive, high-quality personal financial advice tailored to complex client needs
Deepen relationships within an established, active client book
Expand the business through demonstrable development and networking skills
Work seamlessly with dedicated support staff to ensure outstanding service delivery
Contribute positively to cooperative team culture and office environment
About you
Meet current professional standards for providing personal financial advice in Australia
10+ years of experience as a Financial Planner is highly desirable
In-depth knowledge across all facets of comprehensive advice including SMSF, estate planning, and tax
Exceptional client relationship capability with excellent verbal and written skills
Seeking a rewarding, long-term prospect with potential partnership pathways
About us
Founded in 2015 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 experience
Strong performance rewards
Heavy focus on professional development and networking
Collaborative culture with opportunities to help shape the business through participation in key forums such as the Investment Committee
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