Private Client/Financial Adviser $187-179K Equity?
Financial Adviser - Parental Leave. 2 year goal. Profitable Ownership. Stakeholder. Online marketing. Referrals. Pedigree of Success. Multi-Brokerage
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/SMS Jaicob on 0400675739
Phone: +61-2-5804-2234
Fax: +61-8-4848-5940
E-mail: n\a
Site: n\a
Detail information about job Private Client/Financial Adviser $187-179K Equity?. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
- Desire to become a future stakeholder in the business
- Clients with family ties that date back 2-3 generations
- Open to your ideas; referrals, and online marketing…
Your new clients
Opportunity to work autonomously with a portfolio from the outset. This well regarded Multi-Brokerage UHNW firm, with client family ties that date back 3-4 generations has an established Private Client team and is seeking a leader. They have an existing book and direct referrals from partners. Advise clients from all over New South Wales. Range of demographics include; accumulative phase, TTR & SME. Work with a broad APL, licensee with no derivative to any bank or financial institution. Also get to build long standing relationships with clients of your own. The goal here is for you to have a future buy into the firm and become a Partner.
Your new firm
The business holds a pedigree with decades of success. They offer holistic strategies to maximise client’s financial return. These include; wealth creation, asset protection, trust or estate planning. A culture that supports growth.
Your new opportunity
Minimum 5 years’ experience with a strong knowledge of XPLAN. CFP or Masters only. The past few years you’ve established an understanding of this market, this wisdom is therefore valuable to this firm.
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services 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 Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
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