AddressYou’re an ambitious Advisor seeking an opportunity to build your career in a reputable advice firm.
The Opportunity:
- Surround yourself with some of the best people in the business. The Advisor, support and management teams are best in class.
- As the national leaders of a client niche, the business generates significant inbound new business opportunities on your behalf. Having a dedicated Business Development Manager ensures your focus can be on providing high quality advice outcomes for clients.
- This role offers a pathway into a senior leadership position for a high performer.
- Efficient systems and processes are designed to maximise client-facing time for Advisors, while reducing the administrative burden.
- Great company culture and favourable annual leave and WFH policies drive an ‘employer of choice’ reputation.
Quality Practice?
- Client Base: Service a diverse group of successful professionals, including doctors, engineers, tertiary education leaders, and business owners.
- Reputation: Established over 15 years ago, the practice is well-regarded nationally for delivering holistic, tailored advice.
- Lead Flow: Strong inbound lead flow is driven by their status as national leaders in a specific market niche, consistently attracting new business inquiries.
- Financial Performance: The business has a proven track record of strong financial performance, demonstrating robust growth and profitability - this drives opportunity.
- Work Environment: The firm offers significant flexibility and autonomy, allowing you to design your schedule to maximise productivity. The outcomes-focused leadership reduces the need for micromanagement.
- Equity/Profit Sharing: For high performers, there may be opportunities for equity or profit sharing in the medium term, providing a path for investment and increased involvement in the practice's success.
The Role:
- Provide compliant, holistic financial advice to an affluent base of business owners and successful professionals.
- You will inherit an existing base of approximately 80 pre retiree / retiree clients, enabling you to hit the ground running.
- Convert inbound, pre screened new business opportunities.
- Continuously work to implement best practice systems and technology, building further on a strong foundation that supports the continued growth of the business.
- Coach, mentor and develop staff.
- If of interest, actively participate as a key member of the investment committee.
About You:
- Integrity and Care: You consistently act with integrity and display a high level of care for both clients and colleagues alike.
- Growth Mindset: You possess a growth mindset and are eager to drive change. You excel at working collaboratively within teams to implement improvements.
- Relationship Building: You have a natural ability to build relationships and develop rapport with a broad range of stakeholders.
- Educational Requirements: You have completed the necessary education and qualifications to meet the 2026 FASEA requirements.
- Additional Qualifications: While not essential, SMSF accreditation or experience is considered advantageous.
Express Interest:
Please send an expression of interest to ***@BostonStanley.com or click the ‘Apply Now’ button below.
Please note; we are happy to hear from individuals that this opportunity may have ‘piqued interest’ but were not otherwise actively seeking change. Conversations that are exploratory in nature are actively encouraged.
- Shortlisted candidates will be contacted within 48 hours of application
- Only candidates with the right to work in Australia are encouraged to apply.
Rest assured that all correspondence will remain strictly confidential.
3-Way Referral Program
Did someone else spring to mind when you saw this ad? At this level we offer our 3-way referral program. If you refer someone who goes on to be successful in their application for the role, we pay you a $500 referral fee, $500 goes to the candidate, and we make a $500 donation to charity, win, win, win.
About Boston Stanley
Boston Stanley are executive search specialists within the financial services sector. We provide comprehensive talent acquisition services for mid and senior level leadership appointments, as well as multiple hire campaigns.
***@BostonStanley.com
