You will join the business to deliver holistic advice to ultra-high-net-worth clients and multi-generational families.
The firm is in a strong growth phase and offers a rare opportunity to step into an existing client base while also contributing to long-term succession planning.
The Role
- Manage and develop relationships with HNW / UHNW clients
- Opportunity to inherit an existing client book
- Provide holistic advice across complex advice structures
- Work collaboratively with senior leadership on client strategy
- Contribute to ongoing business growth through referrals and networking
- Experience as a Financial Adviser (open to both junior or senior level)
- Strong technical capability across investments and client structures
- SMSF accreditation
- Completion of FASEA requirments
- Experience with and interest in HNW / complex clients
- Relationship-focused with a long-term mindset
- Business development capability advantageous
- Competitive salary
- Car park provided
- Clear pathway to future equity participation
- Access to an established, high-quality client base
- Strong referral network and growth pipeline
- Long-term career opportunity within a growing firm
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.
