Senior Financial Adviser - HNW Growth & Mentorship

Senior Financial Adviser - HNW Growth & Mentorship

Full-Time On-site
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Godfrey Group Recruitment – Sydney CBD NSW is seeking a Senior Financial Adviser to transition a book of clients from a recently acquired practice and drive growth through new clients and channel relationships. The clients are predominantly business owners, executives, and their families.

The team is well-supported with administrators, client service staff, and outsourced paraplanning. Performance is measured by client outcomes, growth, and quality relationships; flexibility is encouraged.

Senior Financial Adviser - HNW Growth & Mentorship employer: Godfrey Group Recruitment

This self-licensed Private Wealth boutique offers a dynamic and supportive work environment, where you can thrive as an Associate Adviser. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship, ensuring you can build your own book of business while contributing to a team that values long-standing client relationships. Located in a community-oriented setting, the company boasts a remarkable 99% client retention rate, reflecting its commitment to excellence and trust.

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Contact Details:

Godfrey Group Recruitment Recruitment Team