Senior Financial Advisor

vor 4 Wochen

Perth, Österreich Partners Wealth Group Vollzeit

Full timeDo you want to undertake a career pathway to being a major shareholder in a financial planning business?Has owning equity in a wealth business been a personal goal of yours?Over the past 20 years, we have developed Australia's most comprehensive wealth joint venture model with accounting firms that has seen year on year profit and revenue growth exceeding 30%.We are seeking a Senior Financial Advisor to join our team and be a leader and major shareholder in our newest Wealth joint venture.About Partners Wealth GroupPartners Wealth Group is one of Australia's fastest growing and respected privately owned financial planning and wealth firms who have been awarded by AFR a Top 10 Place to work in the Banking & Financial services industry.
You will be working in a Wealth joint venture with a large accounting business and closely with the accounting firm business owners who are aligned to provide referrals & grow the joint venture wealth business.As a Senior Financial Advisor, you will provide high-quality financial planning advice to existing and prospective Partners Wealth Group clients to enable our clients to achieve their goals.
You will be supported by the infrastructure that Partners Wealth Group has developed over 20 years across client experience, operations, and support, listed and unlisted investment solutions and investment committees, corporate governance, strategies & advice and experienced managers and executives.Key responsibilitiesNew Business Growth and DevelopmentIntroduce new advice opportunities to existing clients and/or new clients by identifying referral opportunities from existing clients or other identified sourcesBuild and maintain a client baseParticipate in business strategy development as a key member of the teamTeam Culture and InnovationDrive process improvement to deliver effectiveness and development of tools relevant to client segmentMaintain up to date technical/professional knowledge of financial services and adviceMaintain and support the development of a team culture that embraces sharing of knowledge, feedback, and growthEducation requirementsFASEA relevant degree or working towards a FASEA approved pathwayAdvanced Diploma Financial Planning/Financial Services or equivalentCompleted FASEA CPD training & development each yearExperience requirementsMinimum 6 years' experience as a Senior AdvisorProven track record of developing new client relationships and relationships with centre of influenceStrategic financial planning/advisory competency skillsStrong working knowledge of financial services and financial planning marketExcellent written and verbal communication skills including the ability to modify approach to suit various audiencesTime management skills and strong ability to work to deadlinesOur CulturePartners Wealth Group have been recognised in the Top 10 AFR BOSS Best Places to Work Awards in 2022 and Certified Great Place to Work in 2024.Fast-paced and client-focusedAccelerated Training & DevelopmentGenuine and friendly team environmentGreat office spaceGood social networkYour application will include the following questions:Which of the following statements best describes your right to work in Australia?How many years' experience do you have as a financial adviser?Have you completed a qualification in financial planning?

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