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Expert Wealth Strategist

1 month ago

Melbourne, Victoria, Australia Equity Trustees Full time

At Equity Trustees, we are seeking a skilled Expert Wealth Strategist to join our team in Melbourne and Regional VIC.

About the Role

This is an exciting opportunity to leverage your expertise in wealth management and deliver bespoke strategies to high-net-worth clients. As an Expert Wealth Strategist, you will manage existing client portfolios, which include direct equities, managed funds, and exchange-traded funds. Your primary goal will be to build trusting relationships with clients, providing exceptional service and ensuring their financial goals are met.

You will:

  • Manage and service a book of high-net-worth clients
  • Develop and implement comprehensive wealth strategies tailored to individual client needs
  • Collaborate with the broader Equity Trustees division to achieve impactful client outcomes
Requirements

To succeed in this role, you will need:

  • A minimum of 5 years' experience as a Financial Planner
  • Excellent communication and interpersonal skills
  • Proven expertise in investment strategies, estate planning, superannuation, retirement planning, and tax-effective approaches
  • FASEA-approved qualifications
What We Offer

We offer a dynamic work environment, attractive remuneration package, and opportunities for professional growth and development. Our employees enjoy:

  • An attractive salary range of AU$120,000 - AU$180,000 per annum, depending on experience
  • Ongoing training and support to enhance your skills and knowledge
  • A flexible working environment that balances work-life balance and productivity
  • The chance to make a positive impact on the community through our workplace volunteering and giving program