Financial Advisor - Fully Funded Equity

Position: Full-time Financial PlannerCompensation: Salary plus large equity portion availableThis business is a highly reputable Financial Planning firm that has been servicing clients for over 40 years in the local community. They have a rare and exciting opportunity for a qualified financial planner to join their team with the view of taking over a large portion of equity from the main partner who is retiring.Your role will be responsible for the provision of holistic advice to a broad range of clients including retirement & investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSFs, and a large portion of Aged Care. You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements.Your main focus will be servicing an existing portfolio of clients from an exiting Advisor; however, it is expected that you will also produce new business revenue organically as the business does receive a lot of new client referrals weekly.Minimum Requirements:At least 5 years of experience as a Financial PlannerIdeally experienced with Aged Care advice, but if not, you will be open to taking on the challenge of being the office specialistTick all FASEA boxes (or be very close to)Focused on due diligence and complianceExcellent technical knowledgeTeam playerMotivated and passionate about financial planningA desire to purchase (fully funded) equity
#J-18808-Ljbffr