Director, Wealth Advisory & Growth

Morton Philips

Adelaide

On-site

AUD 130,000 - 190,000

Full time

14 days+
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Job summary

Bentleys Wealth, an SA-based wealth advisory arm of Bentleys, invites an experienced Principal Financial Adviser (Director level) to help lead and grow the practice. You will deliver holistic advice across wealth creation, retirement planning, investments and estate planning while driving client acquisition and strategic development.

The ideal candidate will have a proven track record, regulatory compliance knowledge and the ability to mentor advisers and staff, with relevant qualifications and

Job description

Bentleys Wealth, an SA-based wealth advisory arm of Bentleys, invites an experienced Principal Financial Adviser (Director level) to help lead and grow the practice. You will deliver holistic advice across wealth creation, retirement planning, investments and estate planning while driving client acquisition and strategic development.

The ideal candidate will have a proven track record, regulatory compliance knowledge and the ability to mentor advisers and staff, with relevant qualifications and

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