Financial Planner $185-123K 3 options?
Senior Financial Planner - 3 very different but exceptional roles. One or more should prove to be your viable next step............CLICK HERE
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob on 0400675739
Phone: +61-3-1158-9149
Fax: +61-3-8343-8084
E-mail: n\a
Site: n\a
Detail information about job Financial Planner $185-123K 3 options?. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Senior Financial Adviser $215K OTE
Unique business model whereby a marketing team handle the procurement and prequalifying of new leads. The result is a streamlined client screening process and you’ll receive warm/hot leads. You’ll spend your days as a hunter, yearning to meet as many potential clients as possible, transitioning them from an initial discussion and goal set to Managed Funds. Logical step for a SMSF and Life Risk specialist, utilise the licensee’s broad APL to develop the best strategy for the client regardless of complexity.
Financial Planner $120K +
Opportunity to work autonomously with a portfolio from the outset. This well regarded 2 partner Wealth Advisory firm, with client family ties that date back 3-4 generations, has an established Financial Advisory team and is seeking a leader. Range of demographics include; accumulative phase, TTR & SME. The goal here is for you to have a future buy into the firm and become a Partner.
Financial Advisor $145K+
Sophisticated clients with varying levels of complexity, where you can assist in the best way to protect and grow their wealth. Perfect for a self-motivated, self-starter, driven and sociable advisor with a determination to succeed. A well-established Financial Services practice that’s held in the highest regard of Independent Advisory. Due to the cohesion between client, advisor and in-house paraplanning support, the firm has earned a reputation of assisting clients to reach their best financial outcome.
Experience
Financial Planner expertise with over 8 years’ experience as an Advisor and Masters or CFP qualified.
Call me on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
I provide high profile professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Consultancies.
About FinancialServicesJobs.com.au
• The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
• Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
• We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767
I invite you to join my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117