Private Wealth Advisor
Vor 4 Tagen
Location: Australia (Flexible – work remotely or from one of our offices)
About Capital Haus: At Capital Haus, we are redefining private wealth management. Established in 2021, our business has grown into a global enterprise, offering services across private wealth management, corporate advisory, funds management, and accounting. With a unique "financial concierge" approach, we provide personalized, high-touch service that empowers our clients to achieve their financial goals.
We are a team of passionate advisors committed to delivering excellence, building long-term relationships, and fostering trust and results for our clients. As we continue to grow in Australia, we are looking for driven Private Wealth Advisors to join our dynamic team.
What We Offer: Market-Leading Compensation: Enjoy a competitive remuneration structure with up to 70% payout to advisors.Flexible Work Arrangements: Choose to work remotely or from our Australian offices, accommodating your lifestyle.Ownership of Your Book: Operate as a contractor, retaining full ownership of your client relationships and personal brand.Unparalleled Support: Access a robust compliance framework, admin team, marketing strategies, and in-house development tools.Innovative Investment Options: Gain access to institutional-grade deal flow, including equities, fixed income, private equity, venture capital, and alternative investments.Growth Opportunities: Leverage our infrastructure, including webinars, client events, and networking opportunities, to grow your Funds Under Management (FUM).Collaborative Culture: Work with a forward-thinking team that prioritizes alignment, trust, and long-term results.What You'll Do: Build and manage relationships with high-net-worth individuals, families, and institutional clients.Create and implement tailored financial plans and investment strategies in line with clients' objectives.Leverage Capital Haus's proprietary resources to deliver innovative solutions in wealth management, estate planning, and investments.Collaborate with our global network to access world-class research, opportunities, and expertise.Who You Are: A qualified financial planner or Certified Financial Planner (CFP).Bachelor's or advanced degree in finance, economics, or related field.Proven experience managing relationships with high-net-worth clients, trusts, and family offices.Expertise in investments, including equities, fixed income, private equity, and alternative assets.Strong interpersonal and communication skills with a passion for building long-term relationships.Experience working independently while thriving in a team-oriented environment.Why Capital Haus? Capital Haus is more than just a workplace—it's a community where innovation meets tradition. We invest in our advisors and provide them with the tools, freedom, and support needed to excel. If you're ready to take your career to the next level and join a company that values precision, commitment, and redefinition, we want to hear from you.
How to Apply: Submit your CV and a brief cover letter to ******. For more information about Capital Haus, visit our website at www.capitalhaus.com.au.
Let's build the future of private wealth management together.
Seniority LevelEntry level
Employment TypeFull-time
Job FunctionFinance and Sales
IndustriesInvestment Management
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