Establish Your Own Private Client Portfolio

3 days ago

Newcastle, New South Wales, Australia beBeeCareer Full time $57,982 - $176,226

Award-Winning Financial Services Career

SJM Search and Selection is a boutique firm that has been our strategic national search and recruitment partner for many years. We have successfully appointed numerous Authorised Representative teams and Corporate Authorised Representative businesses to their network across the country.

**Our Client**

They operate under Australia's largest national full-service retail stockbroking and wealth management business.

We are pleased to say our client consistently offers its staff excellent benefits to reward them for their hard work.

**Their Brand**

Our client is renowned for providing a flexible, professional workplace environment, supporting a healthy team-based profit share culture.

With industry awards for excellence year on year, they believe their people are their most valuable asset. They are committed to attracting, developing, and retaining the very best.

The business provides direct access to a complete range of financial and wealth management services, including stockbroking, corporate finance, leading research analysts, company research, derivatives, margin lending, fixed interest, wealth management strategies, superannuation, insurance, self-managed super funds, portfolio management, retirement planning, and corporate superannuation.

**Current Opportunity**

This is an ideal opportunity for one or two experienced advisers or private client stockbrokers who are established and well-networked. This is a great opportunity to break away from a large institution or dealer group and take control of your business and clients.

You will enjoy working hard to achieve more freedom and rewards of a high uncapped income with a clear career pathway, seniority, and shareholding in the business.

This is an exciting time to join the business with plans to grow. The business will support you while you build your client portfolio and FUM as you transition to an attractive commission-based grid and profit share model.

**Benefits and Support**

The business offers various benefits and support, including:

- Dedicated team for onboarding

- Ongoing support for ARs

- Marketing and business development

- Local sports club sponsorship and branding

- Active participation in events, charities, and fundraisers

- Complimentary CPD training offered monthly

- Access to personal and business coaching

- Discounts on various products and services

**About You**

To be considered, you need to be self-driven and entrepreneurial with proven ability and skills required to start building your own private client portfolio and FUM.

To be appointed as Authorized Representative of this AFSL, you will hold a current 'AR' status on the ASIC Adviser Register, meet CPD, compliance, and hold a current tertiary degree or masters qualification, as well as meet FASEA requirements.

**Next Step**

For information on joining us and establishing a mutually beneficial arrangement, please get in touch.

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