An outstanding opportunity has presented for an experienced financial advisor to join the team at this highly regarded and prominent accounting and advisory firm in Geelong.
Well recognised as a leading and established firm servicing Geelong families and businesses for decades and boasting and enviable long standing clientele, this is an exciting opportunity for a senior financial advisor to join the wealth team and service and existing book of clients.
Working alongside the principal advisor, this is a true client facing advice role supported by a dedicated team of associates and client services administrators, allowing you to build and strengthen client relationships, these being the forefront of the business.
Dedicated to a client centric philosophy, not only will this role afford you the opportunity to provide tailored and bespoke advice to a broad mix of clients, but see you become part of a trusted and well recognised brand in Geelong.
For this role, we are looking for a senior financial advisor who can bring the following:
* 10+ years as a client facing financial advisor
* CFP accredited, Bachelors degree and meeting FASEA requirements
* Experienced in provision of quality, holistic financial advice to a range of clients including retirees, pre retirees, families, HNW clients and wealth accumulators
* Broad and sound knowledge of financial planning principles, markets and products
* Genuine passion for provision of client centric advice and enjoyment of building long standing relationships
* Desire to establish yourself long term with the business aligning with its core values
In turn, you will be afforded the opportunity to work with a phenomenal team, step in at a senior level and immediately start servicing clients, be supported with a stable and highly competent support team and be a part of an inclusive, supportive and flexible work place culture that is hard to beat.
Salary circa $130k + super dependent on experience.