Financial Adviser - Leadership and Equity Opportunity About the Opportunity:
We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families.
There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role.
Benefits:
Growing boutique firm with a focus on HNW clients Take on a leadership role in the Canberra team Admin and paraplanning support provided Exclusive investment offering Join a firm that encourages work-life balance and flexibility Flexible start/finish times Pathway to partnership/equity Excellent base salary + bonus The role:
Focus on growth and business development activities; the firm is happy to fund marketing campaigns Develop a strong referral network and pipeline of client leads Onboard new clients and develop an ongoing client base Provide holistic financial advice and an excellent level of service Continue to drive business growth through your own book and across the team Provide ongoing service to your clients Help to guide and mentor advisers and support staff Assist directors with business growth and planning About you:
5+ years of experience as an authorised financial adviser Completed FASEA required studies and exam Strong knowledge of financial strategies across holistic advice Demonstrated business development success Existing referral relationships Strong leadership skills Excellent communication skills Proactive with a growth mindset Xplan experience Keen to drive business growth and work towards partnership/equity Salary is flexible depending on experience: $120,000 - $150,000 + super + bonus and future equity opportunities.
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at . If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
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