SENIOR FINANCIAL ADVISOR

Exciting opportunity to be part of a joint venture!

Leading Professional Advice Business seeking JV Partner

Excellent Remuneration and potential equity!

We are looking for a Senior Financial Advisor to join this professional wealth management business which has continued to have success and continuous growth over the past 20 plus years.

The business provides a comprehensive range of strategic business and financial advice services and partners with many external practices to provide wealth solutions such as wealth management, retirement planning together with lending solutions, legal and aged care.

The Role

As Senior Financial Advisor we are seeking a leader in our wealth joint venture with a Melbourne based organization to provide high quality financial advice to existing and prospective clients to assist them in reaching their financial goals.

You will participate in the business development strategy for the joint venture as key member of the success and culture of the team.

You will be supported by a comprehensive back-office structure which includes investment committees, corporate governance, strategies and advice to ensure the client experience is professional and enables clients to achieve their financial goals.

To be considered for the role

Demonstrated background as an Advisor working with retail and wholesale fund clients

Strong business development and networking skills

Strong knowledge of the financial services industry and financial advice

FASEA relevant degree

For more information in regard to this excellent career opportunity please contact Liz Medwin for a confidential discussion Email; [email protected]