At a Glance
- Tasks: Provide holistic financial advice and manage client portfolios for wealth growth.
- Company: Count Wealth, a leading firm in Charlestown with a strong reputation.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Other info: Join a supportive team and enjoy a dynamic work environment.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 54000 - 66000 $ per year.
Count Wealth in Charlestown is seeking an experienced Financial Adviser to own an established client portfolio and actively grow the practice, delivering holistic advice across wealth creation, retirement planning, investments and insurance.
You will advise, monitor and refine strategies to meet client goals. You will collaborate with paraplanners and support teams, maintain compliant records, and represent the firm at client events and industry functions, building long-term relationships.
Wealth Adviser: Holistic Financial Growth in Newcastle employer: Count Group
Count is an exceptional employer that prioritises professional growth and a collaborative work culture, making it an ideal place for those passionate about empowering financial advisers. With a focus on training and development, employees have the opportunity to enhance their skills while contributing to meaningful client outcomes across Australia. The supportive environment fosters innovation and engagement, ensuring that every team member feels valued and motivated to excel in their role.
