Senior Financial Adviser – CFP

Senior Financial Adviser – CFP

Senior Financial Adviser – CFP

Join a leading national ASX-listed firm with a strong reputation in integrated Accounting & Wealth Management.

Take ownership of a $600k client book and work with a supportive advice team of five in a mature, high-performing environment.

Recruit 2 Advice | Financial Planning Recruitment | Senior Financial Adviser | North Sydney

Senior Financial Adviser – CFP

This opportunity allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team.

With the backing of a large national team and partnerships network, you’ll benefit from the strength of a national brand while working in a mature, strategically positioned practice.

What’s on offer:

* Mature, nationally recognised firm with ASX listing

* Strategic, integrated Accounting & Wealth Management model

* Supportive leadership and established advice team of five

* Loyal exiting client book

* Opportunity to deliver sophisticated advice to Business and HNW clients

What you’ll bring:

* Minimum 5 years’ financial advice experience

* Advanced investment knowledge and technical capabilities

* Proven success in developing and executing HNW strategies

* Excellent interpersonal and relationship-building skills

* Growth mindset with drive and ambition

 

**Next steps:**

On expression of interest, advisers who meet the criteria will receive a written company and position brief prior to a confidential discussion.

Job Category: Certified Financial Planner Senior Financial Planner Financial Planner Financial Adviser
Job Type: Full Time
Job Location: Sydney North Sydney
Experience: 3-5 Years 5 Years plus
Salary Range: $150k + $160-180k

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