About Us:
Join our dynamic and expanding team at Savant Private, a leader in wealth management services. We are committed to nurturing talent and providing our advisers with the tools and support needed to excel. As part of our team, you’ll have the opportunity to work with over 2,000 existing clients, providing personalized financial advice and contributing to their financial success.
Position Overview:
We are seeking a dedicated and experienced Financial Adviser to join our team. This role is perfect for someone with a passion for client service and a desire to advance their career. You will play a key role in advising clients, particularly in areas related to Managed Discretionary Accounts, Self-Managed Super Funds (SMSF), and transition to retirement (TTR) strategies.
Why Join Us?
* Career Growth: Be part of an expansion phase with opportunities to shape the future of our advice department.
* Collaborative Environment: Work alongside our accountants, solicitors, investment managers, and client services teams.
* Professional Development: Access to ongoing training and career advancement opportunities.
* Supportive Culture: Join a team where long-term career building is encouraged and celebrated.
Key Responsibilities:
1. Provide expert advice to our existing client base, focusing on managed accounts, SMSF, TTR, and