14 Nov
|
Very Lucky Ventures
|
Australia
14 Nov
Very Lucky Ventures
Australia
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 quick 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 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 specialists
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. Solid 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.
📌 Financial Adviser Sydney (Australia)
🏢 Very Lucky Ventures
📍 Australia