OBT Financial Group, Sydney Associate Financial Adviser Sydney Flexible
We are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups... more info
Financial Adviser
Salary:
80.00 - 100.00
Posted:
11-01-2025
Category:
Corporate Finance Strategic Planning
City of Brisbane,
Job Description
About the Firm Our client is a well-established, self-licensed financial planning firm based in Newstead. This boutique firmhas built a stellar reputation by consistently putting clients first. Over the years, they’ve fostered a loyal client base, always going the extra mile to ensure exceptional service.The workplace is collaborative, friendly, and focused on teamwork, making it an ideal environment for someone who values shared success.The Role This is an excellent opportunity to take ownership of an established and diverse client base, which includeshigh-net-worth individuals, retirees, and professionals such as engineers and solicitors. The role is perfect for an adviser who values collaboration and delivering tailored, client-focused advice.Key Responsibilities Provide comprehensive, tailored financial advice to meet the needs of each client. Manage and strengthen existing client relationships, ensuring a personal and professional approach. Offer expert guidance in areas such as Self-Managed Super Funds (SMSFs), Centrelink income streams, pensions, and aged care. Actively contribute to the firm’s collaborative and innovative culture. About You The ideal candidate is a compassionate, experienced financial adviser with a proven ability to build trust and deliver meaningful client outcomes. You’ll thrive in a fast-paced environment, working autonomously while contributing to a close-knit team.Key attributes include: Experience: Solid background in SMSFs, Centrelink advice, aged care, and holistic financial planning. Technical Expertise: Skilled in Adviser Logic (or other FS software) and able to handle complex financial scenarios. Personal Qualities: Organised, detail-oriented, adaptable, and proactive. Collaboration: A team player who values input from others and is open to new ideas. How to Apply Click APPLY, or send your resume through to Scott Munro at Alternatively, reach out on 0468 496 046 for a confidential discussion.Please note, only shortlisted candidates will be contacted. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 11-01-2025
Category: Corporate Finance Strategic Planning
City of Brisbane,
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