- Leverage existing infrastructure, referral sources
- Develop skills and work collaboratively with principal adviser
- Allocation of existing client relationships for advice
This well-respected mature business is a diverse and growing wealth management company providing strategic advice underpinned by a solid investment methodology. This is a dynamic company committed to a quality outcome for clients. Their presence is growing with a team in excess of 90 staff nationally.
About the Role
A rare opportunity positioned in the Sydney market with genuine organic growth that can be demonstrated. Multiple existing professional services relationships referring quality clients for strategic and investment advice.
You will work collaboratively with the principal adviser on all client advice. The role is supported by a strong dedicated team.
You will immediately commence working with existing client and new client relationships introduced by their professional partners.
About You
You are strong strategically and engage with clients in a manner that provides confidence in your advice. Your knowledge of markets and the economic environment ensures you deliver the key messages of a sound investment solution.
You are comfortable working with technology and embrace the efficiency that it brings to the advice process. You are degree qualified or have completed post-graduate study in financial planning and have successfully worked delivering strategic and investment advice to HNW clients.
What Next?
Please reach out to Ric for a confidential conversation or apply for this role.
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.
