Description

An outstanding opportunity has presented for an experienced financial advisor to join the team at this highly regarded and prominent accounting and advisory firm in Geelong.

Well recognised as a leading and established firm servicing Geelong families and businesses for decades and boasting and enviable long standing clientele, this is an exciting opportunity for a senior financial advisor to join the wealth team and service and existing book of clients.

Working alongside the principal advisor, this is a true client facing advice role supported by a dedicated team of associates and client services administrators, allowing you to build and strengthen client relationships, these being the forefront of the business.

Dedicated to a client centric philosophy, not only will this role afford you the opportunity to provide tailored and bespoke advice to a broad mix of clients, but see you become part of a trusted and well recognised brand in Geelong.

For this role, we are looking for a senior financial advisor who can bring the following:

10+ years as a client facing financial advisor
CFP accredited, Bachelors degree and meeting FASEA requirements
Experienced in provision of quality, holistic financial advice to a range of clients including retirees, pre retirees, families, HNW clients and wealth accumulators
Broad and sound knowledge of financial planning principles, markets and products
Genuine passion for provision of client centric advice and enjoyment of building long standing relationships
Desire to establish yourself long term with the business aligning with its core values
In turn, you will be afforded the opportunity to work with a phenomenal team, step in at a senior level and immediately start servicing clients, be supported with a stable and highly competent support team and be a part of an inclusive, supportive and flexible work place culture that is hard to beat.

Salary circa $130k + super dependent on experience.