Role Overview
An outstanding opportunity for an experienced financial advisor to join a highly regarded and established financial advisory firm in the Inner East. The position is a senior client‐facing role supported by a team of associates and client services administrators, focused on building and strengthening client relationships and providing tailored, bespoke advice.
Responsibilities
You will:
* Serve as a senior financial advisor, providing quality, holistic financial advice to a broad mix of clients—including retirees, pre-retirees, families, high‐net‐worth clients, and wealth accumulators.
* Leverage leads and referrals to grow the aged care portion of the business and work alongside a dedicated aged‐care advisor.
* Build and maintain long‐standing client relationships, ensuring client satisfaction and ongoing engagement.
* Collaborate with a dedicated support team to deliver client services and administer client accounts.
Qualifications
* 5+ years as a client‐facing financial advisor.
* CFP accredited, bachelor's degree and meeting FASEA requirements.
* Broad and sound knowledge of financial planning principles, markets and products.
* Genuine passion for client‐centric advice and enjoyment of building long‐standing relationships.
* Ideally, experience in aged care and/or property advice.
* Desire to establish yourself long term with the business and align with its core values.
Compensation
Salary dependent on experience plus a highly attractive and lucrative bonus structure.
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