Become an integral part of a nationally recognised wealth management organisation.
Your new company
For a combined total of over 100 years, our client has built a significant, full service investment and wealth management business providing investment advice to individual clients, corporates and institutions. Due to rapid growth and further anticipated changes in the personal financial advice sector, our client is now looking to expand their WA business.
Your new role
As a Wealth Adviser you will work closely with your clients to assist in the management and growth of their financial assets. You will focus on the development of long-term relationships,
whilst unlocking opportunities of significant value best aligned to your clients' needs. You'll have access to some of the most competitive market rates coupled with the support of a strong research team. You will also spend your time networking, attending events, and servicing clients.
What you'll need to succeed
You will have an existing portfolio of clients and a demonstrated record of meeting relevant compliance requirements. You'll be a dedicated individual, with a real passion for improving client’s financial situations. You will be completed, or well on the way to have completed, all education requirements in line with FASEA standards.
What you'll get in return
This organisation has a huge national presence, offering the unique intimacy of a boutique investment firm, backed by the resources and scale of a major financial group. By joining this organisation, you will be supported with a suite of top of the range tools, including a dedicated research and administration team, to assist you with the growth of your core business.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #2225173
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