Samach Private Wealth,
Samach offers bespoke services where we act as a Personal CFO to help run all of a client’s financial matters.
We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.
Our clients require quality advice tailored to them.
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeAbout the role
We have an exciting opportunity for a Financial Adviser to join our recently founded wealth management business based in Bowral NSW on a full time/part time basis. We take pride in providing high quality tailored advice and taking the complexity out of financial strategies and financial matters for our expanding client base.
There is an opportunity for the right person to become a Partner in the business.
Skills and experience
– A minimum 5 years of experience in client facing advice delivery to HNW clients;
– Exceptional written and personal communication skills;
– An attention to detail and professional manner;
– A proven track record of attracting and maintaining client and alliance referral relationships;
– A solid understanding of financial markets and economics;
– Relevant degree qualifications and experience required to meet FASEA education standards;
– An ability to work cohesively in a team environment.
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- 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
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