Job Description
Join a rapidly expanding Wealth Advisory team in one of Australia's top accounting firms | Huge career progression opportunities & diverse client base
The Company
Our client is a rapidly growing, top 10 accounting firm, with a national team of close to 1000 people. They provide wealth advisory, tax services, audit, business advisory, corporate finance, restructuring and insolvency services to a range of clients across a wide variety of industries.
They pride themselves on building and maintaining strong relationships with their clients, providing a holistic service that ensures their clients meet their strategic goals and objectives.
The Opportunity
You will play a pivotal role in managing the portfolio's of successful business owners, high-level executives, and ultra-high net worth families. Working under the firms license, you will be alongside the Partners and the broader team.
They advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, so you will have the opportunity to broaden your exposure and develop new skills and experience.
Day To Day, You Can Expect To Be
Developing financial strategies across a broad range of entities
Managing client relationships
Interviewing clients in depth to truly understand their situation, goals and aspirations
Managing and mentoring more junior members of the team
Analysing investments, developing portfolios and ongoing consultation and support
Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
About You
Relevant tertiary education in Commerce, Economics or alike
A proven track record in a similar role such as financial planning/advice, superannuation or wealth consulting
Exceptional communication and a passion for mentorship
Ambitious and driven to achieve exceptional client outcomes
Benefits
Generous salary package commensurate with experience
Flexible work from home options
Frequent team social outings
A clear career progression pathway
Extensive in-house training
A progressive, fun and upbeat culture
How To Apply
Click APPLY to submit your application. For a confidential discussion, contact Jesse Herrick on 0421XXXXXX or email jesse@calidusgroup.com.au
The Company
Our client is a rapidly growing, top 10 accounting firm, with a national team of close to 1000 people. They provide wealth advisory, tax services, audit, business advisory, corporate finance, restructuring and insolvency services to a range of clients across a wide variety of industries.
They pride themselves on building and maintaining strong relationships with their clients, providing a holistic service that ensures their clients meet their strategic goals and objectives.
The Opportunity
You will play a pivotal role in managing the portfolio's of successful business owners, high-level executives, and ultra-high net worth families. Working under the firms license, you will be alongside the Partners and the broader team.
They advise on wealth creation, tax minimisation, superannuation (incl. SMSF specialisation), debt management and recycling, asset protection strategies that encompass far more than just money management and investment, so you will have the opportunity to broaden your exposure and develop new skills and experience.
Day To Day, You Can Expect To Be
Developing financial strategies across a broad range of entities
Managing client relationships
Interviewing clients in depth to truly understand their situation, goals and aspirations
Managing and mentoring more junior members of the team
Analysing investments, developing portfolios and ongoing consultation and support
Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection
About You
Relevant tertiary education in Commerce, Economics or alike
A proven track record in a similar role such as financial planning/advice, superannuation or wealth consulting
Exceptional communication and a passion for mentorship
Ambitious and driven to achieve exceptional client outcomes
Benefits
Generous salary package commensurate with experience
Flexible work from home options
Frequent team social outings
A clear career progression pathway
Extensive in-house training
A progressive, fun and upbeat culture
How To Apply
Click APPLY to submit your application. For a confidential discussion, contact Jesse Herrick on 0421XXXXXX or email jesse@calidusgroup.com.au
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor position is now open for candidates interested in the Work from home Jobs sector. This role in Millers Point offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
