Private Client Advisor - Brisbane

Job Title: Private Client Advisor - Brisbane
Contract Type: Permanent
Location: Brisbane
Reference: 3129289 - 9
Contact Name: Toby Walsh
Contact Email:
Job Published: May 07, 2020 18:15

Job Description

Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Advisor (client focused) to join the team on a permanent basis in the Brisbane CBD office.  
Key Duties include:
  • Develop relationships with existing clients and provide strategic quality advice offering a client centric approach 
  • Prepare investment and strategic holistic advice to HNW clients (retirees and pre-retirees mainly)
  • Maintain high level compliance standards 
  • Identify opportunities for seminars and provide holistic wealth advice to customers with complex wealth needs
  • Meeting CPD hours of professional development training per annum
  • Grow new business in agreed target markets through networking activities 
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
  • Commissions are based on client retention and compliance (little focus on revenue target)
About You
  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • ADFP and/or CFP Qualified
  • Tertiary Qualifications desirable 
  • FASEA Approved degree completed (preferred)
  • SMSF qualification's preferred
  • FASEA CPD compliant at current workplace 
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404971247 or email

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