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Senior Financial Professional Wanted
2 weeks ago
About This Opportunity
This is a high-performance role in a prestigious financial services business that provides stability and security.
The business is licensed with the country's most respected independent AFSL, who consistently win industry awards for retail broker and wealth manager of the year.
This opportunity supports your transition to build your client book and FUM, offering a generous salary and monthly bonuses, transitioning to a commission-based model.
You will enjoy uncapped revenue sharing, award-winning research, and holistic portfolio management platforms.
Key Responsibilities
- Trading strategies involving shares, warrants, ETFs, and options
- Growth portfolios using research capabilities from leading analysts
- Income portfolios based on tax-advantaged dividend streams, hybrids, and preference shares
- Financial planning, insurance, superannuation, and retirement planning
To be considered, you must have five years of experience as an AR private client adviser, stockbroker, or financial planner.
Holding a current AR on ASIC's Adviser Register, you will have proven ability and confidence to build trusted relationships with HNW clients.
You will join a like-minded team, building your own client portfolio and FUM, and be appointed as an Authorised Representative of this AFSL.
We are seeking someone with strong capital markets knowledge and experience, holding a current tertiary degree or master's qualification, and meeting FASEA requirements.
About You
We look for individuals with entrepreneurial spirit, well-connected, and excellent communication skills.
You will work closely with a dedicated team, enjoying a supportive and negotiable remuneration package, attractive commission rates, and high-volume incentives.