As a trusted advisor, you will partner with internal teams to deliver exceptional client service.
Our fee-only fiduciary approach ensures that our compensation structure aligns with clients' best interests.We are seeking an experienced professional to join our Private Client Group as an Investment Counsellor.
You will be responsible for building and maintaining relationships with high-net-worth clients, providing education on our top-down portfolio strategy, and reviewing clients' asset allocation to ensure alignment with their long-term financial goals.The ideal candidate will have 5+ years of experience in the investment industry, knowledge of Australian and/or New Zealand regulations, and a consultative approach with an emphasis on client focus.
We offer a collaborative working environment, ongoing training, and competitive benefits, including 100% paid premiums for our top-tier supplemental healthcare plan.
