Private Client Advisor - Equity Path to Ownership

FS Recruitment Solutions; City of Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

FS Recruitment Solutions is seeking a Private Client Advisor in Victoria to provide holistic financial advice to a diverse client base, including professionals, business owners and high-net-worth individuals. You will join a well-established practice with a strong referral network and an existing portfolio to inherit, plus a clear pathway to equity ownership within 12-18 months for the right candidate.

You will collaborate with Associate Advisers and Paraplanners to deliver quality advice and

Qualifications

• Minimum of 3 years' experience providing holistic financial advice.
• Satisfaction of FASEA education requirements.
• Strong technical and strategic advice knowledge.
• Commitment to compliance, due diligence and best-interest advice.
• Outstanding communication and relationship-building skills.
• Proven ability to convert, retain and grow client relationships.
• Collaborative approach and genuine desire to contribute to a growing business.

Responsibilities

• Provide holistic financial advice to a diverse client base across wealth creation, retirement planning, superannuation and insurance.
• Build and grow the adviser book by converting referrals and serving existing clients.
• Collaborate with team members to deliver quality advice and sustain compliance.

Skills

Holistic financial advice

Client relationship-building

Communication skills

Compliance and due diligence

Business development

Education

FASEA education requirements

Job description

FS Recruitment Solutions is seeking a Private Client Advisor in Victoria to provide holistic financial advice to a diverse client base, including professionals, business owners and high-net-worth individuals. You will join a well-established practice with a strong referral network and an existing portfolio to inherit, plus a clear pathway to equity ownership within 12-18 months for the right candidate.

You will collaborate with Associate Advisers and Paraplanners to deliver quality advice and