Godfrey Group Recruitment is seeking an Adviser to serve regional clients across South-Western NSW and Goulburn. You will build trusted relationships, assess client needs and develop investment strategies with a long-term service mindset.
The role emphasizes meeting clients, delivering quality advice, and expanding the client base through professional networking and community engagement.
Senior Financial Planning Adviser Regional Client Focus in Sydney 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.