Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview
As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients. This role is based in Eastern Suburbs and offers the opportunity to work closely with leadership and a collaborative team.
Key Responsibilities:
- Deliver comprehensive financial planning and investment strategies to HNW clients
- Build and maintain strong client relationships with a focus on long-term outcomes
- Collaborate with internal accounting and wealth management teams
- Ensure compliance with regulatory and licensing requirements
- Drive business growth through exceptional client service and strategic advice
- Proven ability to manage HNW client portfolios
- Strong technical knowledge in strategic and investment advice
- Relevant tertiary qualifications and FASEA compliance
- Excellent communication and relationship-building skills
- 1 day WFH after probation
- Free daily lunches
- Paid income protection and professional memberships
- Free parking for leadership roles
- Supportive, inclusive culture with career development opportunities
Click ‘APPLY’
or contact Shauna Callaghan
at shauna.callaghan@profusiongroup.com
.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
