The Opportunity
You’re an ambitious Advisor seeking a role within a reputable practice that presents the opportunity to set yourself up financially for the long term.
As a high performer, you want to ensure you share in the spoils of your hard work. Here you will be offered an attractive salary in addition to future equity options.
Work alongside some of the best advisors in the business, leveraging their collective knowledge base.
Conflict free advice - 100% commission free client engagement model.
Quality Practice
The practice has built an excellent reputation in the local community and prides itself on the delivery of a holistic, tailored advice offering.
This firm offers a high degree of flexibility and autonomy. Design your schedule to maximise output. The leadership team are outcomes focussed, reducing the need for micromanagement.
Leverage superior systems and processes, designed to maximise client facing time for Advisors, whilst reducing admin burden.
Client scenarios are often complex. Being self licensed supports the breadth of solutions provided.
Inbound lead flow is strong. Long established relationships with Accounting and Legal firms, ensures that ample inbound enquiries will be provided.
The business has consistently enjoyed strong financial performance across both growth and profitability metrics.
You will be joining a young, motivated leadership team, who will share your ambition to actively grow the practice.
The Role
Provide compliant, holistic financial advice to a base of successful professionals and business owners.
Continuously work to implement best practice systems and technology, building further on the strong foundation in place.
Coach, mentor and develop staff.
If of interest, participate as a member of the investment committee.
About You
You act with integrity and display a high level of care for both clients and colleagues alike.
You have a growth mindset – you’re someone who wants to drive change and can work collaboratively in teams to implement improvements.
You have an innate ability to build relationships and develop rapport with a broad stakeholder group.
We encourage applications from both emerging Advisors, we all as seasoned Senior Advisors.
Please note; we are happy to hear from individuals that this opportunity may have ‘piqued interest’ but were not otherwise actively seeking change. Conversations that are exploratory in nature are actively encouraged.
Shortlisted candidates will be contacted within 48 hours of application.
Only candidates with the right to work in Australia are encouraged to apply.
Did someone else spring to mind when you saw the above? Boston Stanley offers a $500 referral gift if you refer someone that goes on to be hired in this role.
Rest assured that all correspondence will remain strictly confidential.
About Boston Stanley
Boston Stanley are executive search specialists within the financial services sector. We provide comprehensive talent acquisition services for mid and senior level leadership appointments, as well as multiple hire campaigns.
Salary match Number of applicants Skills match
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia?
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