Private Client Adviser

• Fantastic team with a values based strategic advice focus
• 100% supported and non conflicted advice
• Excellent development program to embed you in the business

Company OverviewGenuine fee-based business, quality strategic advice and an award winning team make this a unique opportunity for a financial planning professional.  They have operated for over 40 years, have their own Australian Financial Services and Credit Licenses and have a model and team that provides an exceptional client experience and 100% non conflicted.

Role Overview

Supporting the demand as a result of continued and growing referrals, you will be working in an environment of fee based financial planning.   There is no cold prospecting. Once embedded in the business you'll be allocated existing clients and referrals of HNW and UHNW clients.
 
Skills & Experience

You will be fully supported by an experienced team of paraplanners and client service staff. You will have the latitude to 'think', you have an enquiring mind and not be afraid to ask questions.   They don't expect you to know everything today, but they do expect you to have the right attitude, ability to learn and desire to be the best financial planner you can be.

• Demonstrated historical commitment to personal and professional development.
• You have clarity about your career path - to be a long term, financial services professional. 
• Demonstrated technical excellence in a financial planner role today. 
• Your genuine desire is to help people improve their financial position.

What's on OfferIf you are looking to work in a collaborative environment where your success matters and you are supported to ensure that you reach your goals, please click on the ‘APPLY’ button or contact Ric Zanetti on +61 413 020 *** or ***********@profusiongroup.com

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.