Join a large boutique multi disciplined firm. The business prides itself on delivering tailored strategic advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation across the industry.
Role Overview
As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of retail clients. This role is based in the CBD and offers the opportunity to work with a collaborative team and to work towards equity partnership.
Key Responsibilities:
- Deliver comprehensive financial planning and investment strategies to an established book clients
- Grow and maintain strong client relationships with a focus on long-term outcomes
- Collaborate with internal teams
- Ensure compliance with regulatory and licensing requirements
- Drive business growth through exceptional client service and strategic advice
- Proven ability to manage client portfolios across a range of strategies
- Strong technical knowledge in strategic and investment advice
- Relevant tertiary qualifications and FASEA compliance
- Excellent communication and relationship-building skills
- Ability to step into a leadership role
- 1 day WFH after probation
- An attractive salary
- Supportive, inclusive culture with career development opportunities
- Strong support to assist with the management of the client book
- Pathway to equity
- Close to public transport and parking
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.
