Company
We are a well established Financial Advisory firm based in Fortitude Valley, with over 20 years of operation. We have built an impressive portfolio of high net worth clients and are well positioned for future growth.
Role
Senior Financial Advisor – manage an existing client portfolio. There is no expectation to bring in new clients or conduct business development.
Key responsibilities include: managing a portfolio with an average client FUM of $1.3m and fee of $8,000; providing financial planning services; focusing on retention and client relationship management.
Candidate
* 6+ years experience in financial planning
* Degree in Business/Commerce + FASEA compliant
* Extensive experience with a wide variety of financial products
* Experience with direct investments, SMSFs, trusts and investment companies
* Exceptional client relationship management and retention skills
* Outstanding longevity and stable employment history (non‐negotiable)
* Excellent communication and presentation abilities
Benefits
Competitive salary package up to $160k plus superannuation and performance bonuses. 1 day remote work flexibility and early finishes on Fridays. Long‐term progression to equity is available. The firm has a young, family‐friendly culture.
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