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Principal Wealth Adviser - Partnership Opportunity

Stirling Partners - Brisbane Grove, NSW

Banking & Finance
Source: uWorkin


Fantastic opportunities to join a reputable Financial services practice with a solid existing client portfolio with the opportunity to further develop
This is a rare opportunity to join an established and respected financial services CBD firm as a Financial Adviser. The firm has focused on their goals on rapid growth and have achieved this within a short period of time.

Though this is both a new business role and mentor/leadership position; business is expected to be generated through the ability to leverage their active and growing accounting portfolio. For the successful candidate, there is both a competitive salary on offer as well as becoming entrenched in this organization as a key player.

You will be a passionate relationship manager/business development professional who understands the value of advice for the client. Your experience has given you the ability to provide the highest quality, tailored advice around SMSF, Superannuation, Estate Planning, Retirement, and Investments.

Role Requirements

  • Relevant tertiary and industry qualifications, ideally CFP
  • 5+ years in a Financial Advice Role
  • Experience as an Adviser within a boutique practice highly regarded
  • Proven sales and business development skills, as well as the relationship management acumen to develop both internal and external referral partners
  • A growth mindset and attitude coupled with the drive necessary to help grow the company's current portfolio
  • Management experience would be preferable but is not essential
  • Impeccable communication skills
This is a truly exceptional opportunity and should you match the above criteria please do not hesitate to apply below for a further conversation around the details of the role and to register your interest. Contact Emma Ryan QLD Recruitment Manager 07 3224 9300 or eryan@andersenpartnership.com