Financial Advisor

Woods & Co Recruitment are on the lookout for a Financial Advisor to join our client’s established team IMMEDIATELY!     

This is an unrivalled opportunity to join one of Australia's premier boutique investment and wealth management firms, with incredible learning and professional growth opportunities based in the Melbourne CBD. 
  
Success in this role will rely on your ability to hunt and develop your own business

What's in it for you?

• $120,000 - $170,000 + Super (depending on experience)
• Work with a leaders in the asset management space 
• Work collaboratively with the company directors that have in excess of 75 years combined experience
• Convenient Melbourne CBD office location 
• Supportive team culture and environment 
• Reward and recognition for high performance

The Role?

• Maintain and grow an existing client portfolio with recurring business and referrals
• Demonstrated sales prospecting skills with a proven track record of achieving sales targets / results, ideally gained within the financial services industry.
• Strong networking and relationship building skills.
• Proven client management skills.

Nice to Have's

• Bachelor of Business or equivalent
• Certificate of Financial Planning (CFP)  
• Experience with XPlan

What you need?

• Completion of FASEA exam
• RG 146 compliant for providing retail financial products advice.
• Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence

If you're as passionate about this position as we are then please don't delay and apply now. We are interviewing immediately..

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 Xavier Carew on 0439 565 ***.

NB: You will only be contacted if you are shortlisted.