Description

Our Clients:Join a leading Australian wealth management and investment advice firm with a strong reputation for delivering high-quality, highly personalised advice to successful individuals, families and organisations.We are seeking an experienced Senior Financial Adviser with wholesale and retail advice experience to join the team and service an existing client base of HNWI and family offices. You will play a key role in developing client relationships, growing the business and contributing to the firm's market presence.The RoleManage and grow a high-quality portfolio of clients, delivering strategic and highly personalised financial adviceBuild long-term client relationships and identify opportunities to deepen relationships and expand the services providedDevelop new business through professional networks, referrals, industry relationships and market engagementCollaborate with Investment Strategy, Philanthropy and other specialist teams to deliver integrated advice and investment solutionsRepresent the firm through client events, industry forums, thought leadership and networking opportunitiesMentor and support Associates and other Advisers, contributing to the firm's culture and professional developmentAbout You5+ years experience as a Financial Adviser; wholesale experience essential Strong technical knowledge across investments, portfolio construction, financial planning and risk managementExcellent communication and relationship-building skillsStrong understanding of regulatory and compliance requirementsCommercial, entrepreneurial mindset with the confidence to represent the firm in the marketBenefitsWork with Australia's largest independent wealth management firmEquity Opportunity Work with an established book of clientsHybrid Working ArrangementsAccess to a comprehensive employee benefits and rewards programPlease Apply or email ••••@candorrecruitment.com.au your resume for a confidential conversation.