Senior Associate

Full timeUnique opportunityBeyond an employed position, this is a business opportunity. The business has created a model that supports a developing but more experienced adviser who may not have the capital to create a business or take a financial position in the short to medium term, nor wants to work on the intent/promise of future succession.Why would a business do this? Because for the right person, there is mutual success and benefit for their clients, the business and you. With growth and a need to allocate existing clients to a new adviser, they have reflected on the best way to attract an adviser who is aligned, reward their contribution and retain a quality team member.You will have clients allocated immediately with a transition of advice relationship over 6 to 9 months. There are referrals that the business continues to receive today that will also be allocated to you.The CompanyThere's no substitute for experience and this CBD boutique business has over 50 years it. They are technically strong, have a focus on client care and a dedicated team to support you.YouYou must be authorised under an AFSL today, have proven advice experience (i.e. client engagement), a desire for something more than an employed role and a degree of business acumen. You have a desire to be more than an employee and demonstrate you can contribute to a growing business. This will provide the opportunity to you.More detailsPlease reach out to Ric Zanetti on 0413020864 or ****** for a confidential discussion. If you'd like to apply, please do and we'll be in touch.
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