Principal Adviser $163-131K OTE - Make an Impact
Principal Adviser – Superior holistic wealth. Best interest for clients. Collaborative approach, gain valuable business accumen from your peers.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Melbourne
Work type: Full Time
Salary: Confidentially call/txt Daniel Lyon - 0409 125 722
Phone: +61-7-9505-2142
Fax: +61-3-9035-8152
E-mail: n\a
Site: n\a
Detail information about job Principal Adviser $163-131K OTE - Make an Impact. Terms and conditions vacancy
Confidentially Call or SMS Daniel on 0409 125 722
A successful specialist practice established in the inner north and now relocating to the CBD. Flexible, boutique licensee allows them to offer truly Independent Advice through a wide open APL, their own MDA and no restrictions on investment products. The approach here is holistic, having earned a reputation for assisting clients to reach their best financial outcome.
The 3 charismatic Directors have created a tight run operation. Their approach to the business is collaborative in that they take the time bounce ideas around and develop strong, client centric strategies rather than silo-ing off into their own portfolios. The business is set up with outsourced Paraplanning (speedy process), hybrid services and admin freeing them up to focus on what they do best – clients. Typically $600-700K in investable assets.
Whilst there are networks to draw from it is expected that you would have networks of your own to contribute to your referrals. The beauty here is the insulation offered by initially joining on a salary and comms basis until an equity buy in. The time frame is yours to determine based on your input into your new business
Perfect for a self-motivated, self-starter, driven and confident advisor with a determination to succeed. Network and build business, take pride in the substantial asset you will nurture and grow.
Financial Advisory expertise with ADFP and CFP accreditation preferred.
With a successful client welfare approach, you assist your clients in the best way to protect and grow their wealth throughout their financial lifespan.
INTERESTED? Contact Daniel on 0409 125 722 or [email protected] for a confidential chat about these roles.
NOT..... I can still help. As one of the leading Financial Planning Specialist Recruiters in Melbourne.
I can also assist you with:
- Building your resume
- Advice on the current market – trends and changes
- Providing information on opportunities with Corporate through to boutique firms
- I have a team of specialists that work with me to help with relocation's
- Assistance in negotiating salary and benefits
- Most importantly a confidential service.
Associate to Principal Levels across Melbourne. Call/SMS, obligation free confidential discussion.