AddressAn exciting career opportunity has arisen for a dedicated full-time Financial Advisor to join a thriving team within a leading private wealth advisory firm. This role offers the chance to contribute to the success of a genuinely client-centric organisation during a time of considerable business growth. As a Financial Advisor, you will play a pivotal role in establishing enduring client relationships and bringing about new business opportunities.
This firm is renowned for its long-standing reputation for excellence and expertise in the financial industry. As a Financial Advisor at this firm, you will be at the forefront of providing comprehensive financial planning advice to high-net-worth clients.
What you'll do:
Utilising your expertise to tailor solutions that meet your clients' individual needs, your role will involve managing existing client relationships while actively pursuing new business opportunities. You will exhibit excellent communication skills, both when dealing with clients and during the onboarding process. If in a senior position, you will provide guidance and mentorship to junior advisors, fostering their professional growth. With a focus on building long term, quality relationships, your exceptional client relationship and rapport-building capabilities will be key in this role.
- Provide comprehensive financial planning advice to high-net-worth clients, tailoring solutions to their individual needs
- Manage existing client relationships while actively pursuing new business through leads, referrals, and your own internal network
- Exhibit excellent communication skills, both in dealing with clients and during the onboarding process, ensuring outstanding and efficient service
- Provide guidance and mentorship to junior advisors, fostering their professional growth
- Demonstrate exceptional client relationship and rapport-building capabilities, staying updated on industry and market knowledge
What you bring:
The ideal candidate for this Financial Advisor role will hold all relevant FASEA/ASIC approved education and professional requirements for providing financial advice in Australia. This includes a bachelor's degree or higher in financial planning, finance, economics or a related field, approved diploma of financial planning, completion of your Professional Year and passing of the FASEA/ASIC exam. You possess excellent communication skills which enable effective client interactions. Your proven ability to develop new business is complemented by your enthusiastic persona. An existing network would be highly favourable as it enhances your potential for success.
- FASEA/ASIC approved Bachelor's degree or higher in financial planning, finance, economics, or a related field, Professional Year completion and passing of ASIC/FASEA exam
- Demonstrated excellence in communication skills, enabling effective client interactions
- Proven ability to develop new business, with an enthusiastic persona
- Proven experience in working with high net worth and complex clients
- An existing network would be highly favourable, enhancing your potential for success
What sets this company apart:
Our client is a boutique business that thinks and acts big. With a serious commitment to integrity and client satisfaction, they offer a collaborative and value-driven environment. As part of their high-performing and growth-oriented team, you will have access to competitive base salary, bonus structure, and long-term incentives. Their streamlined back-office support ensures efficiency, allowing you to focus on advancing your finance career.
- Competitive base salary, bonus structure, and long-term incentives
- Values driven company, genuinely focused on building long term quality relationships with their clients
- Equity buy-in opportunity for the right candidate
- Robust back office team, including a dedicated portfolio analyst and client services
- Flexible working environment
If this role and company sounds of interest to you, I would love to have a conversation. Apply now for a confidential discussion.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2*** for a confidential discussion.
