Senior Financial Adviser | HNW Medico Wealth | Hybrid

Very Lucky Ventures; Sydney; Hybrid; AUD 150,000 - 180,000; Full time

Benefits offered by this job

Revenue share

Equity potential

WFH flexibility

Job summary

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

Responsibilities

• 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

Job description

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.