Financial Adviser

24kWealth is a leading private wealth advisory firm with a long-standing reputation for excellence and expertise in the financial industry. We provide comprehensive investment solutions and personalised wealth management services to high-net-worth individuals and families.  Unlike other firms, we don’t have hundreds of clients, but our client base represents very substantial investments which are the envy of many in our industry. 

We have a serious and strong commitment to integrity and client satisfaction.  Our main source of new business is through client and partner referrals, and a comprehensive marketing programme which is delivering results.   

We are a boutique business who thinks and acts big. There is no room for corporate speak and idle inaction.  Our team is cohesive and functions at a high level of efficiency and effectiveness with the outcome of strong personal relationships with our clients.   

24kWealth is a great place to come to work. It’s a place where the work is serious and important but the workplace is enjoyable and very often fun.    

What’s in it for you?
As a Financial Adviser, you will play a pivotal role in the firm, utilising your knowledge and relationship skills to deliver comprehensive investment solutions tailored to each client’s financial goals and risk tolerance. You will have the opportunity to collaborate with a team of talented professionals and leverage our extensive resources and research capabilities to provide exceptional advisory services.

• Salary + Super + Genuine bonus opportunities
• Supportive team culture and environment 
• Reward and recognition for high performance

The Role?

• Manage and cultivate relationships with high-net-worth clients, offering personalised wealth management and investment advisory services.
• Assess clients' financial goals, risk tolerance, and investment preferences to develop customised investment and wealth management strategies.
• Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and offer innovative wealth management solutions.
• Collaborate with key stakeholders.
• Actively participate in business development initiatives to expand the firm's client base and increase assets under management.

What you need?

• Proven experience  
• A University Degree and relevant Financial Planning/Accounting Qualifications.
• Completion of FASEA exam and regulatory education requirements.
• Evidence of all the relevant and up to date Financial Planning qualifications.
• Strong compliance history and references.
• Must have the relevant right to work in Australia.

And….

• A deep desire to match your personal values with the business that you are in.

If there is a key opportunity missing where you are currently working, and you are seriously seeking to work at the top tier, then this is the time to make a call and have a coffee meeting. 

24kWealth is growing and that growth includes opportunity for equity so it’s the right time to make a move if you are entrepreneurial and ambitious. 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

For a confidential discussion, please call Margo McLay on 0475 065 ***.

NB: All applicants will receive a response.