Join a respected advisory practice that offers autonomy, continuous improvement, and a client-first approach.
The Role
Provide compliant, holistic financial advice aligned to clients' financial goals and aspirations.
Proactively seek opportunities to establish and build centers of influence with professionals in related industries.
Coach, mentor and develop staff.
Participate as a member of the investment committee, if of interest.
Continuously work to implement best-practice systems and technology, building upon the strong foundation in place.
About You
You act with integrity and display a high level of care for both clients and colleagues.
Possess a growth mindset – want to drive change and collaborate in teams to implement improvements.
Have an innate ability to build relationships and develop rapport with a broad stakeholder group.
Can work independently with a high degree of flexibility and autonomy.
Only candidates with the right to work in Australia are encouraged to apply.
If you refer someone who is hired in this role, you will receive a $1,000 referral gift.
All correspondence will remain strictly confidential.
About Boston Stanley – Boston Stanley are executive search specialists within the financial services sector, providing comprehensive talent acquisition services for mid-and senior-level leadership appointments.
Location: Perth, WA.
#J-*****-Ljbffr