Senior Financial Advisor - Equity pathway Skip to content
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 personalised 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 focussedHas a genuine desire to help people achieve their financial goalsOperates with a commitment to professional & personal ethics and valuesIs a team player with confidence to take charge, whilst also being comfortable working autonomouslyDemonstrates a high level of emotional intelligence, is self-aware and has strong interpersonal skillsHas a robust understanding of financial planning compliance and the legislative & regulation environmentHas excellent time management skills with the ability to meet deadlines and manage workflowHas exceptional oral, written and personal communication skills, with the ability to provide clear instructions to support staffHas a solid understanding of the operation of financial markets, economics and financial productsCan actively participate in business development initiatives to expand the firm's client base and increase assets under managementHas a pre-existing book of quality clients to bring acrossWould like to work in a friendly, supportive and flexible business environment Qualifications: Bachelor of Financial Planning or similarFASEA compliant and successfully passed the Advisor examFull compliance with CPD training requirementsRegistered Advisor with ASIC and NO disciplinary actions What's on Offer: Generous base salary and bonus structureEquity potential & career advancement A value-based and culture-driven organisationA holistic financial service advisory firmTotal administration & compliance support Established national referral network and in-house marketing & sales programsDedicated support in building your brandEstablished 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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