Lead Wealth Management Professional
The role of leading a portfolio of high-net-worth individuals, families, and private business clients requires forward-thinking advice across an extensive client base. Deliver integrated solutions by collaborating with experts in tax, superannuation, and investments.
Key Responsibilities:
* Build and mentor a high-performing team focused on exceptional client service.
* Drive business growth through strategic networking and reputation-building.
* Influence firm strategy and contribute to Partner succession planning.
* Develop and implement innovative approaches to advising HNW individuals, family groups, and SMEs.
Requirements:
* Certified Financial Planner (CFP) or equivalent, with 10+ years' relevant experience.
* Proven track record of growing relationships and driving new business.
* Commercially astute, entrepreneurial mindset with a passion for making a lasting impact.
* Strong leadership presence with a focus on developing others.
About the Opportunity:
This is a chance to step into a leadership role with clear succession potential, influencing national direction and being part of a collaborative, values-led partnership. With the support and infrastructure to shape your own practice, you'll have the flexibility to make a real difference in the industry.
What We Offer:
* A dynamic and supportive work environment that fosters growth and innovation.
* A platform to build meaningful relationships and drive business success.
* Ongoing professional development opportunities to enhance your skills and expertise.