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Senior Financial Planner $185-123K 3 options?

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FinancialServicesJobs.com.au

 


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 youll receive warm/hot leads.
  • Youll 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 licensees 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 thats 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.

NOT INTERESTED

I provide high profile professionals access to each other. We have been recruiting in this sector for a number of years and have built strong relationships with key clients. Our national client base is rich and diverse, from Global to leading Niche Consultancies.

Therefore I can provide you with either; 

  • Insight on the jobs available - based your criteria
  • Advice on remuneration package and career aspirations
  • A run down on the market happenings - I consult with the movers and shakers in your industry

Feel free to contact me (all hours)

02/01/2019 $0 North West & Hills District Sydney Australia 1 Banking & Financial Services
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