Senior Financial Planner - Established Client Book, Path to Partnership

Cartwright Jones; Brisbane; Presencial; AUD 150.000 - 170.000; Jornada completa

Descripción de la vacante

Cartwright Jones is seeking a Senior Financial Adviser to join its Brisbane office and take over an established book of 80–100 clients with average fees of $10K–$20K per year. The role combines autonomy with the backing, brand and resources of a national firm.

You’ll provide strategic, holistic advice to retirees, pre-retirees, families and business owners, covering retirement planning, SMSF strategy, investments, estate planning and wealth protection.

Formación

• Senior Financial Adviser with an established client base
• Strong proficiency in retirement planning, super and SMSFs
• Proven ability to build trust, retain clients and convert referrals
• Comfortable working with retirees, families and business owners

Responsabilidades

• Provide strategic, holistic financial advice to retirees and pre-retirees
• Develop retirement income strategies and SMSF plans
• Construct and manage investment portfolios
• Advise on estate planning and wealth transfer
• Address trust structures and multi-entity arrangements
• Deliver wealth protection and risk insurance strategies

Conocimientos

Client management

Financial planning

Retirement planning

SMSF

Descripción del empleo

Cartwright Jones is seeking a Senior Financial Adviser to join its Brisbane office and take over an established book of 80–100 clients with average fees of $10K–$20K per year. The role combines autonomy with the backing, brand and resources of a national firm.

You’ll provide strategic, holistic advice to retirees, pre-retirees, families and business owners, covering retirement planning, SMSF strategy, investments, estate planning and wealth protection.