Talent Connect are delighted to partner with a growing wealth management firm located in Darlinghurst, offering clients access to top-tier funds and direct investment opportunities. Their focus is on multi-asset investment strategies that deliver superior outcomes for their clients who prefer to avoid in-house corporate mandates.
Role OverviewAs a Private Wealth Advisor, you will manage relationships with high-net-worth individuals, retail investors, charities, non-profits, foundations, trusts, family offices, superannuation funds, and institutions.
Offering a contractor model that gives advisors a beneficial structure for managing their personal affairs and features one of the highest commission grids in the industry.Their wealth management approach allows them to remain competitive by avoiding the overhead costs associated with internal research teams and underperforming divisions. They reinvest in business, balance sheet, and growth initiatives for their advisors.Founded by advisors, they understand that wealth management firms serve as the essential infrastructure for advisors to manage client assets effectively.Established protocols to support advisors and provide additional services not commonly found at other firms. Preferred Qualifications / What you need to succeedCredentials in Financial Planning and Certified Financial Planner (CFP).Bachelor's or advanced degree in finance, economics, or a related field.Proven experience in business relationship management.Knowledge of estate planning and tax laws.Strong understanding of investments, including equities, fixed income products, private equity, and alternative investments.Excellent interpersonal and communication skills for building long-term relationships.Ability to work effectively both in teams and independently.Experience in a similar role with high-net-worth individuals and families.Investment Management certification or other relevant designations are a plus.Fluency in additional languages is advantageous. If you're an experienced Financial Advisor seeking to join a growing team with the most competitive commission structure in the market, then apply now! Please send the most up-to-date version of your CV to ******.
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