Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible Purpose Advisory is a unique financial advice, business coaching & life coaching practice, founded in Feb 2018. We focus on working with younger Australians, achieving transformational results in their emotional, relational, and financial lives.
We're currently a team of 8, with two Australian staff based in Sydney and 6 full-time support team members spread across the Philippines.
While financial advice is one of our core services, we're focused on refining whatever tools are required to achieve the best results for our clients. This includes the integration of 1:1 wealth coaching, 1:1 business coaching, 1:1 hypnotherapy/NLP coaching, group coaching, and self-directed education.
We're also in the process of rolling out a unique executive assistance subscription service for our clients, to help them live their best life.
Our vision is to help people thrive, and we're not shy to roll up our sleeves and get alongside them on the journey. Importantly, we believe that financial advice should serve as a central pillar of any holistic service like ours - not just an outsourced product referral at the end of the journey.
About the role Senior Adviser / Financial Advice Leader
Lead our financial advice process for all one-off & ongoing clients Supported by Advice Research / Paraplanner & Implementation / CSM support Receive referrals from our life & business coaching services Receive referrals from our existing clients & referral partners Engage leads from our marketing efforts Grow & improve our advice service and set of tools Perks and benefits Earn a proportion of the business you deliver Earn a proportion of the business you generate for our other service areas (e.g. life & business coaching) Equity option to buy into our business after a 12 - 24 month trial period Subsidised ongoing education Access to complimentary business & life coaching from our expert team Skills and experience We expect you to be confident stepping into the role of an advice leader. You will work alongside Tristan Scifo, who will provide technical, sales & leadership mentoring. You need to believe you can thrive in this position and ideally have proof of running an entire advice process, achieving excellent quality results for clients.
Purpose: Passionate about our mission (holistic transformation) Advice: Have a genuine love for delivering advice Ownership: Treat our business as your own, from day 1 Leader: Strong leadership & management skills to grow our team Excellence: Hold yourself to the highest standards Collaborative: Eager to work closely with professional partners Innovative: Naturally improves & refines systems, tools & experience Advice Areas:
You're preferably capable of providing all categories of financial advice, including insurance, SMSF, and leveraged portfolios. However, you're unlikely to provide aged-care related advice, and will mostly be working with pre-retirees.
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