FAAA is seeking an experienced financial adviser to oversee a portfolio of pre-retiree clients with wealth of $1 million and above in Queensland. You will listen carefully, develop practical financial strategies, and guide implementation.
You will maintain compliant client records, work with colleagues to coordinate outcomes, and identify opportunities for additional advisory needs. The role offers a base salary with super and bonuses, with potential for shareholder opportunities.
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Senior Financial Adviser - High Net Worth & Retirement in Sharon employer: FAAA
FAAA is an exceptional employer that fosters a dynamic work culture where financial advisers can thrive. With a strong emphasis on employee growth, we offer tailored training and progression opportunities, ensuring you can develop your skills while making a meaningful impact in clients' lives. Located in a vibrant area, our team enjoys a supportive environment that values collaboration and innovation, making it an ideal place for motivated professionals to excel.