28 Sep
|
Big River Resources
|
North Sydney
28 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 workplace. 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 #J-18808-Ljbffr
📌 Senior Financial Adviser – Cfp (North Sydney)
🏢 Big River Resources
📍 North Sydney