Investment Adviser

SJM Search & Selection | Coffs Harbour NSW

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Coastal life style change - healthy work life balance

We have a great opportunity for an experienced and established investment adviser, private client adviser to join our clients practice either located in the beautiful town of Coffs Harbour NSW.

Why join?

This national group have an independent owned branch culture. They are the Largest Australian owned national full-service retail stockbroking, wealth management and financial planning network with a culture and clients base that is the envy of the industry.

The future for non-bank owned businesses in the wealth management industry is exciting. There is a growing focus within niche financial services groups, to innovate and expand. Being non-aligned with banks or financial product providers, you will have the autonomy you require to best service your clients' needs and investment goals.

About us and what we can offer you

  • Award winning research from one of the leading research teams in the country
  • Regular high-quality IPO and capital raising opportunities for clients
  • Holistic portfolio management platform
  • Professional premises, facilities & established systems
  • Attractive commission rates and high-volume incentives
  • Support provided from our experienced client services and admin team
  • We're looking for wealth builders seeking the next challenge.

About you

  • Proven track record in a full service advisory role
  • An existing client base/funds under management
  • A proactive and successful track record in developing and building relationships with clients
  • Sound knowledge of equity markets and be responsive to the challenges of evolving markets and circumstances
  • A proactive and positive approach to supporting the growth of the business
  • Ideally ASX Level 1 & 2 derivatives accreditation
  • Client focused, with excellent communication skills (written and verbal)
  • Established centres of influence
  • Self-motivated
  • Team player

How to apply

Please email us your CV, or if you prefer an initial confidential conversation call Simon Mappin on 0402 075 305. Please, no recruiters.

Job Type: Full-time

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