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Senior Private Wealth Adviser @ Advice

Sydney, New South Wales, AustraliaOnsiteFull TimePosted 57 days ago

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About this role

Senior Private Wealth Adviser at Advice. Location: Sydney, New South Wales, Australia. Role: Deliver comprehensive financial advice, Develop new business, Mentor advisers Requirements: 7+ years of direct comprehensive financial planning in a fee-for-service environment; FASEA and CFP (or working towards) with CPD; strong business development and client engagement. Category: Finance and Accounting Seniority: Senior Level Tools: AI, Financial planning software Certifications: fasea, cfp (certified financial planner) Commitment: Full Time Workplace: Hybrid Languages: English

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