Senior Financial Adviser - CFP
Join a leading national ASX-listed firm with a strong reputation in integrated Accounting & Wealth Management.
Take ownership of a $600k client book and work with a supportive advice team of five in a mature, high-performing environment.
Senior Financial Adviser - CFP
This opportunity allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team.
With the backing of a large national team and partnerships network, you'll benefit from the strength of a national brand while working in a mature, strategically positioned practice.
What's on offer:
- Mature, nationally recognised firm with ASX listing
- Strategic, integrated Accounting & Wealth Management model
- Supportive leadership and established advice team of five
- Loyal exiting client book
- Opportunity to deliver sophisticated advice to Business and HNW clients
What you'll bring:
- Minimum 5 years' financial advice experience
- Advanced investment knowledge and technical capabilities
- Proven success in developing and executing HNW strategies
- Excellent interpersonal and relationship-building skills
- Growth mindset with drive and ambition
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