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Investment Adviser - Equity Opportunity For An Established Adviser!

SJM Search & Selection - Hobart, TAS

Banking & Finance
Source: uWorkin


Join a very supportive Independent Wealth Management Dealer Group!

This office operate their own business under the leading licence in one of the city’s most attractive office buildings. They are wishing to grow their already successful business and have created an opportunity for an established Adviser (AR) to join them as a shareholder, equity partner or salaried Adviser.

You will need to be entrepreneurial, with strong business development skills and self managed. To be considered you must have proven success, and loyal clients and FUM to bring with you. This practice provide you a a generous salary and revenue, to supprt you so you can focus on managing your clients and FUM. They provide coaching, CPD, marketing, referrals, business partners, and opportunity to earn an uncapped high income. They supprt your AR, compliance, admin support and opportunity to work alongside successful advisers an directors who support an equity and shareholding business model.

To be considered you must have established client relationships, FUM to bring across.

  • Team player with contribution-based values
  • Discuss contribution based shareholding and equity
  • Self-Managed and Self Driven focused on success
  • Proven business strategic developer and Networker
  • Entrepreneurial spirit with high business acumen
  • Level- Headed meeting change in a disruptive market
  • Capital markets knowledge personal interest in shares
  • Well connected with key stakeholders& market influences
  • Conservative attitude, problem solving, analytical researcher
  • Excellent written, presentation, and verbal communication skills

Meeting FASEA

  • Hold or have held an authorised representative (AR) with ASIC pre-Jan 2019
  • Hold a finance related degree or post Grad, or completing your Masters
  • May have a CPA or accounting qualifications and tax advisory experience
  • Willing to continue further studies beyond your current degree level
  • Completed FASEA Ethics and Professionalism in Financial Advice

To discuss

If you would like to find out more, please call Simon Mappin our senior partner on 0402 075 305. We have an on-going business development relationship with our client. We are actively recruiting Authorised Representatives in all capital cites cities and major regional centres across Australia.

Job Types: Full-time, Permanent

Salary: $80,000.00 - $150,000.00 per year

Work Eligibility:

  • Permitted to work permanently with no restriction on hours (e.g. citizen, permanent resident) (Required)