A smaller, but robust wealth management firm with their own AFSL, this business has seen steady organic growth over its decade long history. Located in sharp offices in the CBD and armed with a number of advisors, this group looks after the financial needs and objectives of the mass affluent and the HNW market. Due to growth, they have the need for an for a less experienced financial advisor to look after existing clients and take in referrals. The Role and Objectives Reporting into the Head of Advice, you will work in a team of advisors. Responsibilities include: meet with clients and understand needs and objectives attend meetings with other advisors interact and build a relationship with clients creation of strategies plan the timing and implementation of advice briefing of paraplanners Your Skills and Experience You are an experienced associate advisor or a less experienced financial advisor who is registered on the FAR. If you haven't completed your PY, this group will support you. Should you be at a point where your bonus is close to being paid, this group will consider paying out your bonus upon probation. #J-18808-Ljbffr
Financial Advisor
SFG RECRUITMENT
city of melbourne, city of melbourne
Published 4 days ago
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