A future partnership opportunity exists for an experienced financial advisor looking to cement themselves with a highly regarded and growing business with offices in the Sutherland shire and regional NSW.

Based in the Miranda office that houses an accomplished, collaborative and family friendly team, this role will be primarily responsible for servicing an existing client book of approximately 70 clients as well as leveraging from the established referral sources to further grow this book.

This is an exceptional opportunity for an advisor who is looking for stability, a well regarded firm and name in the industry, a supportive and professional environment and a fantastic team. You will be fully supported by dedicated a dedicated associate advisor and CSM as well as work closely with another advisor to grow the business together.

A true succession role, we are looking for:

Australian citizenship or permanent residency is required for this position.

Experience as a financial advisor with true holistic advice to a range of clients

Experienced in SMAs, Investments and provision of sophisticated advice to HNW clients as well as broader financial planning experience to retirees and pre retirees

Believe in goals-based advice backed by sound financial strategies

Suitably qualified at degree level and meeting all FASEA requirements

Must hold full FASEA registration including completed degree, professional year, and examination requirements

Ability to work collaboratively with team and establish long lasting relationships with clients and colleagues

Sound relationship building and rapport building skills, as well as new business capabilities

Desire for partnership/equity longer term

3+ years in a financial planner role

This is an exemplary opportunity with a very respected advisory firm that will offer an exceptional workplace culture, cohesive and collaborative team environment, and long term career opportunity. You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits. Working with a wonderful team, close to home, this is one not to miss.

Applications to be sent to Kim Eveleigh at [email protected] or for a confidential discussion, call Kim on 0405 990 045.