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Financial Planner
2 weeks ago
Unlock an Exclusive Opportunity as a Seasoned Financial Planner
Are you a seasoned Financial Planner with a proven track record in business development and a passion for helping clients achieve their financial goals?
If you're ready to take the lead in developing and growing the planning division within our Top 50 accounting firm, we invite you to explore this exclusive opportunity.
Expanding nationally, we have a strong reputation and over SME Clients, in NSW, Vic and Qld who are actively seeking comprehensive financial planning services, ensuring you'll hit the ground running with a steady stream of potential clients.
Key Responsibilities:
- Provide expert business development skills to grow the financial planning division of Avant Garde Wealth, within a large accounting firm.
- Cultivate supportive and professional relationships with key stakeholders.
- Provide expert financial advice, creating customised financial plans, and assisting clients in achieving their financial objectives (including investment planning, retirement planning, risk management, and estate planning).
- Offer recommendations on life insurance, income protection, and other risk management solutions.
- Foster strong client relationships based on trust and transparency.
- Communicate complex financial concepts in a clear and understandable manner to clients.
Qualifications:
- Certified Financial Planner: holds a valid Australian Financial Services (AFS) License.
- Qualifications: Relevant tertiary qualifications in finance, economics, or related field.
- Business Development Skills: Proven business development skills in building a financial planning business
- Communication Skills: Demonstrated skills in face to face client consulting and professional ethical influence.
- Emotional Intelligence: Demonstrated Emotional Intelligence and the capacity to forge strong, lasting, and trust-based relationships with clients.
- Forward-Thinking Approach: A commitment to blending traditional financial wisdom with modern insights to create effective and adaptable financial strategies.
- Patient Ambition: Ambition tempered with a patient and prudent approach, seeking growth without recklessness.
Benefits:
- Competitive salary package and performance-based incentives.
- Supportive and collaborative team environment.
- Potential for equity participation for outstanding performance.
How to Apply: If you are a seasoned Financial Planner with a passion for helping clients achieve their financial goals, we encourage you to apply. Please submit your resume and a cover letter detailing your qualifications and experience.
Help shape the future of the planning division within our well-established accounting firm. Your journey towards building a successful career, driving growth, and securing an equity stake begins here.
