Overview
Join a well-established, ASX-listed national firm with a strong reputation in integrated Accounting & Wealth Management. This prospect allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team. With the backing of a large national team and partnerships network, you’ll benefit from the strength of a national brand while working in a mature, strategically positioned practice.
What’s on offer:
- Mature, nationally recognised firm with ASX listing
- Strategic, integrated Accounting & Wealth Management model
- Supportive leadership and established advice team of five
- Loyal exiting client book
- Opportunity to deliver sophisticated advice to Business and HNW clients
What you’ll bring:
- Minimum 5 years’ financial advice experience
- Advanced investment knowledge and technical capabilities
- Proven success in developing and executing HNW strategies
- Excellent interpersonal and relationship-building skills
- Growth mindset with drive and ambition
Next steps:
- On expression of interest, advisers who meet the criteria will receive a written company and position brief prior to a confidential discussion.
Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Business Consulting and Services
#J-18808-Ljbffr
📌 Senior Financial Adviser
🏢 Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants since 1998
📍 North Sydney Council