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Associate Adviser – Opportunity to progress quickly from Associate to Financial Adviser

Associate Adviser – Opportunity to progress quickly from Associate to Financial Adviser

Consilium Wealth Management

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Remote

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JOB OVERVIEW

This role is open for someone who must have experience in financial planning (administration is ok) or has been an adviser in the past and wants to get back in it with a built referral network. The role will start permanent part-time, estimated 2-3 days per week (to discuss depending on your preference and background and experience). I can see the role turning into a full-time role (if you wish) within six months, and this will have some ownership of the client base.

I have an extensive referral base network with mortgage brokers, accountants, and lawyers to who you will receive warm referrals.

With expert advice and highly personalised service being core to the business, this Associate Advisor/Financial Planner role offers the opportunity to:
• Actively support Melbourne based Principal advisor
• Work closely with the team to help service clients
• Attend client meetings
• Attend a weekly network event with referral partners, such as accountants, lawyers, and mortgage brokers.
• Contribute to the quality advice strategies and enhance your financial planning technical knowledge
• Be involved in preparation and production of Statement of Advice and Record of Advice
• Maintain compliant client files and notes
• Act as a right-hand person to the adviser

ABOUT US

At Consilium Wealth Management, we focus on protecting and growing clients’ wealth. We take a holistic approach to all our clients’ needs, building relationships while helping clients recognise and realise their financial goals and ambitions

REQUIREMENTS

• FASEA approved or working towards
• Strong written and verbal communications skills
• Must attend weekly network events to network with lawyers, accountants, mortgage brokers and other professions