Senior Wealth Strategist

2 days ago


Melbourne, Victoria, Australia Equity Trustees Full time
About the Role

We are seeking an experienced Senior Wealth Strategist to join our team as a Private Client Adviser. In this role, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.

Main Responsibilities
  • Manage and service an existing book of high-net-worth clients
  • Provide holistic and detailed strategic solutions for their financial well-being
  • Collaborate with the broader Equity Trustees division to provide impactful client outcomes
Requirements
  • Minimum 5 years experience as a Financial Planner in the Australian market
  • Proven expertise in investment strategies, estate planning, superannuation, and retirement planning
  • Strong compliance knowledge around legislative and regulatory requirements
  • Strong organisational and prioritisation skills to manage multiple client relationships
  • FASEA-approved qualifications
What We Offer
  • An attractive remuneration package, including a salary of AU$120,000 - AU$150,000 per annum, depending on experience
  • A flexible and hybrid working environment that allows for work-life balance
  • Ongoing professional development opportunities to enhance your skills and career progression
  • The chance to be part of a dynamic and supportive team dedicated to delivering exceptional client experiences


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