Senior Adviser – CFP
Utilise your technical and investment expertise as Senior Adviser – CFP in this well established integrated Accounting & Wealth Management practice.
Develop relationships in this strategic advice role.
- Mature Firm
- Supportive Leadership
- $600k client book
- Advice team of 5
Senior Adviser – CFP
Requirements:
- 5 Years advice experience
- Sophisticated HNW client strategy
- Advanced Investments capabilities
- Highly developed interpersonal skills
- Drive & Growth orientation
On expression of interest; Advisers meeting the criteria will receive a written brief on the company and position prior to a confidential discussion.
Job Category: Certified Financial Planner Senior Financial Planner Senior Adviser
Job Type: Full Time
Job Location: North Sydney
Experience: 3-5 Years 5 Years plus
Salary Range: $180k + Incentives $160-180k