Why you will love this role;
- Existing book of clients
- Dealing with busy professionals
- Salary will be negotiated based on experience
- Bonuses for hitting new business development targets
- Great mentor
- Construct personalized financial plans that aim to achieve the financial goals of clients.
- Educate clients and answer questions about investment options and potential risks
- Managing an existing client portfolio
- experience as an Adviser or Associate Adviser providing Holistic advice
- Experience dealing with busy professionals
- Experience with SMSF’s
- FASEA completed / Masters or Graduate Diploma in Financial planning
Sounds interesting? We have a lot more information to tell
These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.
For a confidential chat about your career options please call Peter on (02) 9346 5297 or email firstname.lastname@example.org