An iconic name in the Financial Advice industry nationally, this is an employer of choice. Leading the way in the provision of high quality holistic advice across its network, this major institution is looking to add additional advisers for their main office here in Sydney CBD.
Reporting to the Practice Manager you will be responsible for the provision of high quality holistic financial advice to your clients. Based out of Sydney CBD, you will manage an expansive portfolio of warm and loyal clients. These clients vary but the most common advice strategies would be strategic so you will need to be confident in selling the value of ongoing advice. You will be comfortable in dealing with professional clients, HNW with significant balances in Super, providing advice in most area’s.
Skills & Experience:
The successful candidate will have a minimum of 5 years experience in the provision of holistic financial advice to HNW clients. They will also have:
• Minimum degree qualified and preferably CFP
• Client focused with the ability to build rapport and credibility quickly
• Excellent communication both written and verbal
What’s On Offer?
This is an outstanding opportunity with a highly respected Institution in the Financial Advice industry to take on an autonomous role that has a market leading base/bonus structure as well as a positive work life balance. Playing an integral part in the future of the financial advice industry, you will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Chris Gordon on 02 9240 6366