Address
Form of workThe Business
Stewardship Wealth Management is a privately owned business which provides holistic personal financial advice. We have our own AFSL and ACL and are focused on providing high quality tailored financial advice that provides peace of mind to our clients.
Our clients are mostly families and individuals with a strong commitment to evangelical Christian values and faith. The firm has operated since 2006 and continues to grow.
The Role
- Based in the CBD with some WFH
- Provide holistic strategic and investment advice to an established book of clients
- Adhere to compliance frameworks
- Work closely with support staff to execute advice
- Help build long term relationships with clients
- Develop the financial advice business
The Person
- Have a minimum of 2 years providing Financial Advice
- Have strong strategic financial advice knowledge
- FASEA Compliant
- Excellent with client relationships
- Strong work ethic
- Ethical approach to advice
- Strong compliance history
- Thoughtful and intelligent team player with excellent communication skills
Someone who was looking for a long-term option in their career would be highly regarded.
An attractive salary package is available for the right candidate.
To apply for the role please press apply now or email Malcolm Boyd on *****@stewardship.net.au 02 9233 1***.
