14 Nov
|
Very Lucky Ventures
|
Sydney
14 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 opportunity to have a stake in what you're building.
- Providing complex advice across investments, super, SMSFs, trusts, debt strategies and retirement planning
- Building recent 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.
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📌 Financial Adviser (Sydney)
🏢 Very Lucky Ventures
📍 Sydney