We are seeking a seasoned Financial Advisor to join our team and provide expert advice on wealth management, retirement planning, and direct investments to high net worth individuals and SMSF clients.
Key Responsibilities:
* Provide comprehensive financial planning solutions to SMSF clients and high net worth individuals
* Maintain strong relationships with existing clients, building trust and delivering exceptional service
* Work collaboratively with our team to identify new business opportunities and contribute to the growth of our firm
Requirements:
* FASEA qualified (no Professional Year candidates considered)
* Strong SMSF technical expertise
* Skilled in retirement planning and working with high net worth clients
* Able to build strong relationships with a mature client demographic
Benefits:
* Discretionary bonus arrangement
* Equity option offered up front (33%)
* Flexible work arrangements possible
* Opportunity to work with a talented team and contribute to the growth and success of our firm
Possible Career Growth Opportunities:
We offer regular training and professional development programs to support your career growth and advancement.