Lead Financial Strategist
A seasoned Lead Financial Strategist is required to spearhead our financial advisory team. As the Head of Wealth Management, you will oversee the delivery of comprehensive advice to high net worth individuals and business owners.
Key Responsibilities:
* Manage and mentor a team of experienced financial professionals
* Provide expert goals-based advice and deliver exceptional client outcomes
* Utilize advanced financial modeling to inform strategic investment decisions
* Servicing an existing book of clients with strong referral pipelines
Requirements:
* Experienced Lead Financial Strategist in a multidisciplinary practice
* FASEA compliant
* Strong technical skills with the ability to deliver complex advice
* Natural leader with excellent interpersonal and communication skills
What's On Offer:
* Competitive compensation package + super + bonuses (OTE $200K++)
* Clear career path with equity opportunities
* Professional development and mentoring support