Financial Adviser

Very Lucky Ventures; Sydney; Hybride; AUD 150 000 - 180 000; Plein temps

Avantages offerts par ce poste

Revenue share

Equity potential

WFH flexibility

Résumé du poste

Very Lucky Ventures is seeking a Senior Financial Adviser in Sydney, CBD, to manage a book of high-net-worth clients with a focus on medical professionals. You will provide complex investment, super, SMSF and retirement planning advice, building relationships through referrals and your own network.

You will own client relationships from first meeting through reviews, starting with hands-on modelling and increasing support as your book grows.

Qualifications

• Minimum 5+ years of experience as a Financial Adviser
• Experience advising high-net-worth clients (ideally medical professionals)
• Strong technical advice and modelling skills
• Confidence to build trust with sophisticated clients
• Track record of winning business and referrals
• Relevant qualifications and authorisation to provide financial advice

Responsabilités

• Provide complex advice across investments, super, SMSFs, trusts, debt strategies and retirement planning
• Build new client relationships through referrals and your own network
• Own the client relationship from initial meeting through ongoing reviews
• Hands-on with modelling initially, with Associate support increasing as the book grows

Description du poste

Senior Financial Adviser | $150-180K + Super + Revenue Share | Sydney, CBD

Who we are

We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M–$10M+ in revenue, who are looking to scale. We help by building the team, tech and processes that differentiate them from the old era of financial advice.

About the Role

We're recruiting for a fast growing private wealth firm looking for an experienced Adviser to build and manage a book of HNW clients, with a strong focus on medical professionals.

You'll have room to grow your book, experienced people around you and the opportunity to have a stake in what you're building.

• Providing complex advice across investments, super, SMSFs, trusts, debt strategies and retirement planning
• Building new client relationships through referrals and your own network
• Owning the client relationship from initial meeting through to ongoing reviews
• Getting hands-on with modelling initially, with Associate support increasing as your book grows

What You'll Bring

• Minimum 5+ years of experience as a Financial Adviser
• Experience advising HNW clients, ideally with exposure to medico professionals
• Strong technical advice and modelling skills
• The confidence to build trust with successful, financially sophisticated clients
• A track record of winning business and developing referral relationships
• Relevant qualifications and authorisation to provide financial advice
• An established client book would be highly regarded

Why bother

• Advice depth. Complex client needs and investment expertise within the firm.
• Earning potential. Remuneration and revenue share arrangements based on your experience and the book you bring.
• Support as you grow. Shared Associate support initially, moving to a dedicated Associate as your book develops, plus paraplanning and administration support.
• Flexibility. Strong flexibility to WFH around face-to-face client meetings.
• A longer-term opportunity. Potential equity for the right person, within a firm investing in its team, technology and growth.