Financial Adviser - Leadership And Equity Opportunity

About the Opportunity :

We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families.

There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role.

Benefits : Growing boutique firm with a focus on HNW clients

Take on a leadership role in the Canberra team

Admin and paraplanning support provided

Exclusive investment offering

Join a firm that encourages work-life balance and flexibility

Flexible start / finish times

Pathway to partnership / equity

Excellent base salary + bonus

The role : Focus on growth and business development activities, the firm is happy to fund marketing campaigns

Develop a strong referral network and pipeline of client leads

Onboard new clients and develop an ongoing client base

Provide holistic financial advice and an excellent level of service

Continue to drive business growth through your own book and across the team

Provide ongoing service to your clients

Help to guide and mentor advisers and support staff

Assist directors with business growth and planning

About you : 5+ years of experience as an authorised financial adviser

Completed FASEA required studies and exam

Strong knowledge of financial strategies across holistic advice

Demonstrated business development success

Existing referral relationships

Strong leadership skills

Excellent communication skills

Proactive with a growth mindset

Xplan experience

Keen to drive business growth and work towards partnership / equity

Salary is flexible depending on experience : circa $150,000 + super + bonus and future equity opportunities.

How to apply :

If you're interested please apply via this ad or send your CV to Ben Sultmann

If you would like to discuss this or other opportunities, please call Ben on .

For a full list ofsimilar vacancies, please head to our website : jobs

J-18808-Ljbffr