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.
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.