Job Opportunity:
We are seeking a senior financial advisor to join our advisory practice. As a key member of the team, you will provide tailored financial planning and wealth-management services to a growing portfolio of high-value clients.
Your primary responsibilities will include advising clients on comprehensive financial plans, executing investment trades, and ensuring full compliance with regulatory requirements.
You will also be expected to deepen relationships with existing clients, achieve measurable revenue targets, and collaborate with other team members to drive business growth.
About You: To succeed in this role, you will require at least 3 years' experience as a financial advisor, strong technical knowledge of superannuation, including SMSF, investment, and insurance strategies, excellent communication and CRM skills, and a CFP qualification or progress towards it.
What We Offer: In return for your expertise and dedication, we offer a competitive salary, modern office space, a pipeline of warm leads, and professional development support to help you advance your career.