Overview
An opportunity has presented for an experienced advisor to join this long established, well regarded name in the market- a full service financial services firm in the South/Eastern suburbs that houses an extremely impressive team of professionals dedicated to provision of quality comprehensive service to its enviable longstanding clientele.
The opportunity exists for an experienced financial advisor to join the firm in a new role, servicing some existing clients and further growing your book through established referral sources. The role is fully supported with dedicated Associate and Client Services support, resources, and a hybrid flexible work arrangement. You will be generously compensated and also enjoy additional benefits.
The right candidate will have a background in the provision of fully holistic advice to a mix of clients and the successful candidate will meet the following criteria.
We are looking for:
Experience as a financial advisor providing comprehensive financial advice
Experienced in Investments, Insurance, Superannuation and provision of sophisticated advice to HNW clients
Believe in goals-based advice backed by sound financial strategies
Suitably qualified at degree level and meeting all FASEA requirements (essential)
Ability to work collaboratively with broader team and establish long lasting relationships with clients and team
Exceptional relationship building skills
Sound communication, interpersonal and relationship building skills
3+ years in a financial planner role
Live in proximity to the S/E suburbs/Danendong area - local candidates preferred
This is an exemplary opportunity with a very respected firm that will offer an exceptional workplace culture, cohesive and collaborative team environment, and long term career opportunity. You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits.
Qualifications & Requirements
* Experience as a financial advisor providing comprehensive financial advice
* Experience in Investments, Insurance, Superannuation and provision of sophisticated advice to HNW clients
* Goals-based advice backed by sound financial strategies
* Degree level qualification and meeting all FASEA requirements (essential)
* Ability to work collaboratively with broader team and establish long lasting relationships with clients and team
* Exceptional relationship building skills
* Sound communication, interpersonal and relationship building skills
* 3+ years in a financial planner role
* Live in proximity to the S/E suburbs/Danendong area - local candidates preferred
Benefits & Work Arrangement
You will be generously compensated and also enjoy additional benefits, with a hybrid flexible work arrangement and dedicated support from Associate and Client Services teams.
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