Job Details
  • Reference397940A_1662094416
  • LocationNewcastle
  • Job TypeFull Time
  • Posted23 days ago
  • ConsultantVivian Dang
A unique Private Wealth Adviser opportunity has arisen to work in an established private wealth firm. Our clients work with high net wealth individuals.

This role is a rare opportunity to take over an existing book of clients. This is the ideal opportunity for you if you are looking for something different that focuses on client facing with full back office support provided. Every Adviser is provided with an Associate to support with all back office/administration work.

The Role:
  • Meet and develop relationships with existing and prospective clients to provide strategic and quality advice.
  • Work with complex advice across; SMSF, trusts, tax, employee share plans, etc.
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
  • Comply with legislative and regulatory frameworks.
You Will Need:
  • Minimum of 3-5+ years of financial planning experience
  • Analytical and problem solving skills
  • Must meet FASEA educational requirements
  • Passion for providing quality advice to make a difference to clients
If you are interested in applying please send through your updated resume to