Jobs Board
Senior Financial Adviser
- Sydney, NSW,
- Australia
or
Remote
The Wealth Network
The business
• FFS, privately licensed, award-winning
• Strategy first, high complexity advice
• Remuneration package includes a potential for equity
Our client is a boutique financial advisory practice located on the outskirts of the Sydney CBD. Privately licensed, their advisers have won multiple awards including the IFA and AFA awards in 2019. The clients that they service are Business Owners, Executives, and Families. Their mission is to improve the lives of their clients through superior, FFS financial advice.
The role
Working within a well-established accounting firm, this newly created position will see you work closely with the licensee, a highly regarded mentor, and business owner. This is an opportunity to build a business utilizing the tools, methodology, and support of like-minded entrepreneurs who are seizing the opportunity to take their practice to the next level.
Responsibilities include:
• Work with the licensee to develop and build a financial planning business
• Provision of financial advice to existing, long term clients
• Work alongside the owners of the accounting practice to offer advice to their existing clients. You will explore financial options, build a plan and manage them on a month to month basis
• Client Implementation – project manage the establishment of new products and transition of existing
• Professional development – maintain required qualifications, through continuing education and attending seminars and courses as required