Investment/Private Wealth Adviser, Financial Planner
1 week ago
Company Description
Shaw and Partners is one of Australia's leading investment and wealth management firms. With a national presence and over $35 billion in assets under advice, Shaw and Partners offers the personalized service of a boutique firm, backed by the resources of EFG International, which manages over $275 billion in assets. We provide tailored advice and investment solutions, financial planning, and corporate advisory services for individuals, institutions, corporates, and charities. Our client-focused approach, supported by robust research and experienced professionals, ensures that we meet the growing needs of our clients while maintaining high levels of satisfaction.
Role Description
This is a full-time on-site role for an Investment/Private Wealth Adviser and Financial Planner based in Perth, WA. The successful candidate will be responsible for developing and managing client relationships and providing comprehensive financial planning and investment advice.
You will have an existing client base and are looking to grow and expand your Advice business in Perth supported by a a great team with the resources and culture to help you achieve your goals.
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