Purpose Advisory, Sydney NSW, Australia
Work Type
RemoteRole Type
AdvisorEmployment Type
ContractAbout the business
Watch here: https://www.loom.com/share/e107cbc24abc4b03b9f17c1e07d3d699?sid=8a56620c-b176-4eba-b0f8-2e08f7074f6f
Purpose Advisory is a unique Financial advice, Business coaching & Life coaching practice, founded in Feb 2018. We focus on working with younger Australians, and we achieve transformational results in their emotional relational and financial life.
We’re currently a team of 8, with two Australian staff based in Sydney (Tristan, 35 and Roy 38) and 6 full time support team spread across the Philippines (Shella, Cristine, Ivy, Aleana, Shara & Kent).
Whilst financial advice is one of our core services, we’re focussed on refining whatever tools are required to achieve the best result for our clients. This includes integration of 1:1 wealth coaching, 1:1 business coaching, 1:1 hypnotherapy/NLP coaching, group coaching and self-directed education.
We’re also in the process of rolling our a unique executive assistance subscription service for our clients, to help them live their best life.
Our vision is to help people thrive, and we’re not shy to roll up our sleeves and get alongside them on the journey. And importantly, we believe that financial advice should serve as a central pillar of any holistic service like ours – not just an outsourced product referral at the end of the journey.
Learn more about our advice process here:
Wellness: A Key Foundation for the Practice of the Future Podcast Series – Tristan Scifo
About the role
Senior Adviser / Financial Advice Leader
- Lead our financial advice process for all one-off & ongoing clients
- Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
- Additional Admin (Ivy) & Executive Assistant (Aleana) support available
- Receive referrals from our life & business coaching services
- Receive referrals from our existing clients & referral partners
- Engage leads from our marketing efforts
- Grow & improve our advice service and set of tools
Perks and benefits
Unique Benefits
- Earn a proportion of the business you deliver
- Earn a proportion of the business you generate for our other service areas (e.g. life & business coaching)
- Equity option to buy into our business after a 12 – 24month trial period
Standard Business Benefits
- Subsidised ongoing education
- “Dream dollars” program
- Access to complimentary business & life coaching from our expert team
Skills and experience
Fundamentally, we expect you to be confident to step into the shoes of an advice leader. Tristan Scifo will continue to work alongside you and provide technical, sales & leadership mentoring, but you need to believe you can thrive in this position, and ideally have proof you can run an entire advice process, achieving excellent quality results for clients.
- Purpose: Passionate about our mission (holistic transformation)
- Advice: Have a genuine love for delivering advice
- Ownership: Treat our business as your own, from day 1
- Leader: Strong leadership & management skills to grow our team
- Contribution: Generous, service-focused, can-do attitude
- Excellence: Hold yourself to highest of standards, wherever possible
- Collaborative: Eager to work closely with professional partners
- Innovative: Naturally improves & refines systems, tools & experience
Advice Areas:
You’re preferably capable of providing all categories of financial advice, including insurance, SMSF and leveraged portfolios. However you’re unlikely to provide aged-care related advice, and will be mostly working with pre-retirees.
More jobs
Proactive Business Services, Sydney NSW, Australia
🚀 Senior Financial Adviser – A Unique Opportunity for Impact and Innovation🚀
Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?
Or maybe you’re an employed adviser, bored in your current role and ready for more.
We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.
Sydney NSW, Australia
Full Time
Flexible
Oxlade Financial, Newstead QLD, Australia
🚀 INCREDIBLE OPPORTUNITY FOR A FINANCIAL ADVISER LOOKING FOR THEIR FOREVER WORK HOME 🚀
If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.
We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You’ll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team.
Your priority will be:
- Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
- Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
- Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients
Newstead QLD, Australia
Full Time
In Person
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote