This is a rare prospect for a Senior Financial Adviser within a scaled and structured wealth advice business in early growth stage.
The business brings together recognised, highly regarded advisers with an established reputation for quality advice, client care and a network that attracts current like clients. While still young, it offers the opportunity to join an experienced leadership and advice team at an early stage—therefore participating in the long-term value created through disciplined growth, robust client outcomes, and advice of genuine substance.
The specific role we are seeking to fill is in the Brisbane CBD office will be responsible for advising a core group of pre & post-retirement business clients that will be transitioned to you from a retiring adviser.
The structure will fully support you with Associate Adviser, administration and strategic paraplanning. Client engagement and advice to existing and newly referred clients is your focus.
Via quality advice, client retention, recent client engagement and team collaboration, you'll be rewarded with an excellent salary, super, STI and equity participation.
Please apply or reach out if you are a skilled, experienced financial adviser with business acumen and are client focused. We can have a confidential transparent conversation allowing you to make an informed decision.