Senior Financial Adviser – CFP (North Sydney)

Senior Financial Adviser – CFP (North Sydney)

27 Sep
|
Big River Resources
|
North Sydney

27 Sep

Big River Resources

North Sydney

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
- Chance 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

📌 Senior Financial Adviser – CFP (North Sydney)
🏢 Big River Resources
📍 North Sydney

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