Senior Financial Advisor - Equity Pathway Located in modern, well-appointed offices in the Adelaide CBD, our client is a prominent, national accounting advisory and self-licensed financial services mid-tier firm.
They have a long-standing reputation for excellence and expertise in the financial industry, providing comprehensive audit, tax advisory, investment solutions, and personalized financial planning & wealth management services.
About You Currently, you are an experienced Financial Advisor, with the ability to transfer across your own book of clients.
You will play a pivotal role in the firm to deliver comprehensive investment and wealth management solutions.
You will have the opportunity to collaborate with a team of talented professionals and leverage the extensive resources and research capabilities to provide exceptional advisory services.
We Are Looking For Someone Who: Is self-motivated, positive, and client-focused Has a genuine desire to help people achieve their financial goals Operates with a commitment to professional & personal ethics and values Is a team player with the confidence to take charge, whilst also being comfortable working autonomously Demonstrates a high level of emotional intelligence, is self-aware, and has strong interpersonal skills Has a robust understanding of financial planning compliance and the legislative & regulatory environment Has excellent time management skills with the ability to meet deadlines and manage workflow Has exceptional oral, written, and personal communication skills, with the ability to provide clear instructions to support staff Has a solid understanding of the operation of financial markets, economics, and financial products Can actively participate in business development initiatives to expand the firm's client base and increase assets under management Has a pre-existing book of quality clients to bring across Would like to work in a friendly, supportive, and flexible business environment Qualifications: Bachelor of Financial Planning or similar FASEA compliant and successfully passed the Advisor exam Full compliance with CPD training requirements Registered Advisor with ASIC and no disciplinary actions What's on Offer: Generous base salary and bonus structure Equity potential & career advancement A value-based and culture-driven organization A holistic financial service advisory firm Total administration & compliance support Established national referral network and in-house marketing & sales programs Dedicated support in building your brand Established succession plan and equity pathway This is an exceptional opportunity for an experienced Financial Advisor working either as a Sole Practitioner or someone wishing to make a lateral move with genuine career advancement and growth potential to equity partner.
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