12 Nov
|
Very Lucky Ventures
|
Sydney
12 Nov
Very Lucky Ventures
Sydney
Senior Financial Adviser | $150-180K + Super + Revenue Share | Sydney, CBD ? ? 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 processes that differentiate them from the old era of financial advice. ?
About the Role
We're recruiting for a fast growing private wealth firm looking for an experienced Adviser to build and manage a book of HNW clients, with a strong focus on medical professionals. You'll have room to grow your book, experienced people around you and the chance to have a stake in what you're building.
• Providing complex advice across investments, super, SMSFs, trusts, debt strategies and retirement planning
• Building new client relationships through referrals and your own network
• Owning the client relationship from initial meeting through to ongoing reviews
• Getting hands-on with modelling initially, with Associate support increasing as your book grows ✅ What You'll Bring
• Minimum 5+ years of experience as a Financial Adviser
• Experience advising HNW clients,
ideally with exposure to medico professionals
• Strong technical advice and modelling skills
• The confidence to build trust with successful, financially sophisticated clients
• A track record of winning business and developing referral relationships
• Relevant qualifications and authorisation to provide financial advice
• An established client book would be highly regarded ? Why bother
• Advice depth. Complex client needs and investment expertise within the firm.
• Earning potential. Remuneration and revenue share arrangements based on your experience and the book you bring.
• Support as you grow. Shared Associate support initially, moving to a dedicated Associate as your book develops, plus paraplanning and administration support.
• Flexibility. Strong flexibility to WFH around face-to-face client meetings.
• A longer-term opportunity. Potential equity for the right person, within a firm investing in its team, technology and growth. ? Interested in building your next chapter? Send your CV or DM us directly for a confidential chat.
📌 Financial Adviser (Sydney)
🏢 Very Lucky Ventures
📍 Sydney