POSITION FILLED | HNW Adviser| Brisbane CBD | $140-$150k
HNW Adviser sought for Brisbane CBD office of a national advice business.
- HNW Client Book
- Excellent Systems & Collaborative Management Team
- Dedicated Client Service Support Team
- Salary Negotiable circa $140-150k, plus bonus
The Role
The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing HNW client relationships. Enjoy a Hybrid advice role with existing and new business clients.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.
Benefit from a high level of internal support with dedicated administration with all back office function taken care of by the team, with the exception of strategy development, file notes, client interaction, cash flow modelling, and overall client relationship management responsibility.
The Person
Ideal applicants will have 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics.
Demonstrated experience working with HNW clients in a fee for service environment.
You will display advanced technical skills with direct experience working with SMSF’s, defined benefits, and retirement income streams.
The Rewards
A highly attractive package will be negotiated for the successful applicant inclusive of base salary negotiable plus superannuation, and highly achievable annual incentive bonus.
Please contact us to make an expression of interest and receive a full brief on the company and position.