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Senior Financial Advisor - CBD - $120k + Shares

 

  • CBD Location

  • $120k + Shares

  • Market Leader
  • We have some exciting opportunities for seasoned Financial Advisors to work for a major leader in the wealth management market.

    To be considered for this role you must demonstrate the following;

    • New Business Development (New and existing networks)
    • Experience in providing quality advice to HNW clients
    • Ability to generate new business referral networks
    • Client strategic planing (Developing and Implementing)
    • Prompt and efficient conversion of leads
    • Presentation and Seminar experience
    • Manage own workflow and relationships
    • Exposure to HNW Ideally $1mil +

    Essential Skills & Education;

    • DFS(1-4) ESSENTIAL
    • ADFS - DESIRED
    • Bachelor Degree, or other relevant financial services qualifications
    • CFP - DESIRED
    • Strong Business development skills
    • Strong networks
    • Experience with HNW Clients

    Please note that only candidates that meet the above requirements will be contact - Please ensure your resumes clearly states your skills, experience and exposure.

     

     

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