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Wealth Solutions Specialist
2 weeks ago
High-net-worth individuals and families require customized investment solutions. At our organization, we bring together diverse people to shape possibilities and deliver exceptional wealth solutions.
Our team is committed to empowering clients through market-leading investment expertise, innovative thinking, and robust risk management. We operate in 31 markets with a proven track record of unbroken profitability over 56 years.
We strive for operational efficiency by investing in technology, allowing our professionals to focus on building trusted client relationships and delivering bespoke investment advice.
As a seasoned advisor, you will oversee the preparation and review of advice documents, upholding the highest standards of professionalism and compliance.
You will attract and retain high-net-worth clients, collaborate with internal teams, and external professionals to promote our organization and onboard new clients.
Mentoring junior advisers, sharing expertise, and fostering professional growth are opportunities available in this role.
To succeed in this position, you must have completion of FASEA requirements, registration on the ASIC Financial Advice Register in Australia, and a proven track record of delivering compliant financial and investment advice.
