AddressAssociated Concepts Financial Services has been delivering personalised financial strategies to medical specialists and established professionals since 1994. As a family-owned business, we pride ourselves on our tradition of trust and exceptional service. We collaborate with external professionals, such as accountants and estate planning specialists, to provide comprehensive solutions tailored to each client's unique needs. Our advisers dedicate the necessary time to mentor and guide clients, fostering long-term relationships. With over three decades in the industry, AC–FS has a proven track record of helping clients achieve their financial goals.
Your Essentials- Qualified Adviser: You must hold the necessary certifications and qualifications to provide competent financial advice. A minimum of three years in an advisory role is preferred.
- Specialisation or Key Interest: Demonstrated expertise or a strong interest in Personal Risk Insurance, Wealth Protection, and Investments.
- Client Relationship Management: You should be skilled in managing and expanding a client portfolio and committed to building lasting relationships.
- Business Development Skills: You need the ability to identify and cultivate new opportunities within our target market effectively.
- Team Dynamics: You must thrive in a small, dynamic team environment, be self-driven, and maintain an unblemished track record in ethical behaviour and advice. Our team values integrity, collaboration, and a positive workplace.
- We're a friendly, family-focused work environment alongside high-calibre professionals.
- Gain experience as part of a seasoned team with over 30 years of industry knowledge—an ideal setting for developing your expertise in financial services.
- Work with valued high net-worth clients, including medical specialists and professionals.
- Potential to earn attractive bonuses for exceptional performance and dedication.
- Enjoy a newly refurbished luxury office environment in Hawthorn.
