Investment Adviser

1 week ago

Sunshine Coast, Australia SJM Search & Selection Full time

Our existing client is located in one of the most amazing locations and offices on the Norhern Sunshine Coast. They are an established self-licensed private Wealth Management business providing, Stockbroking, Share Trading, Investment Management, and Financial Planning and SMSF services.

To manage growth the Directors and Senior Advisers in the business would like to bring in an experienced individual to join them in growing the business with a clear pathway to shareholding, profit share and directorship.

Advisers who join the business are accredited Authorised Representatives and as such are registered with ASIC (unlike ordinary representatives) under the Corporations Act.

They will provide you with some quality clients to service while get established with the freedom to shape your client advice model to suit the needs of their clients and their own background and personality. Should you be experienced with an established client portfolio to bring across, they are open to discuss a mutually beneficial agreement.

Their model provides a supportive salary and generous share of revenue to allow you to focus on building your client portfolio and business. Once established you can choose to move to an attractive high commission based model with tax effective strategies.

To be considered, you will need to hold relevant tertiary qualifications and meet FASEA current and future requirements. Ideally currently registered as an (AR) on the adviser register.

**For a confidential discussion about joining the Network please call Simon on 0402 075 305.**

**Salary**: $100,000.00 - $140,000.00 per year

**Benefits**:

- Employee discount
- Employee mentoring program
- Employee stock purchase plan
- Professional development assistance
- Profit sharing
- Referral program
- Salary packaging
- Unlimited annual leave

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission

Ability to commute/relocate:

- Noosa Heads QLD: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

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