At a Glance
- Tasks: Provide strategic financial advice to a diverse client base and manage their wealth effectively.
- Company: Join Cartwright Jones, a reputable national firm with strong support and resources.
- Benefits: Enjoy autonomy, competitive fees, and the potential for partnership.
- Other info: Established client book with excellent growth opportunities in a supportive environment.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Experience in financial planning and a passion for helping clients achieve their goals.
The predicted salary is between 55238 - 67513 $ per year.
Cartwright Jones is seeking a Senior Financial Adviser to join its Brisbane office and take over an established book of 80–100 clients with average fees of $10K–$20K per year.
The role combines autonomy with the backing, brand and resources of a national firm.
You’ll provide strategic, holistic advice to retirees, pre-retirees, families and business owners, covering retirement planning, SMSF strategy, investments, estate planning and wealth protection.
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Senior Financial Planner in Brisbane employer: Cartwright Jones
Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.
