UNIQUE FINANCIAL ADVISER OPPORTUNITY (Northern Melbourne/Gisborne). We provide new clients. A back office support team. It will be a Joint Venture.

Gisborne based financial advice firm with a presence in Melbourne and Tasmania. See our website for detail – www.7Wealth.com.au.
Due to business growth we want to add another adviser, but don’t want to just employ someone – we want you to join in and own part of the business.

About the role

We’re looking to add an adviser to the 7Wealth team in a joint venture capacity.

Are you an employed adviser looking to go self-employed? Or are you currently self-employed and having difficulties managing all the elements of being a one-man-band advice business?

We have a unique opportunity for you. We have branding/marketing. We have the back office support. We have new clients to give you. We have a very generous joint venture structure to talk to you about.

We’re looking for an adviser who is at that stage in their career where they believe they should be self-employed. You’re sick of working for someone else and want to have your own clients to help.

A large barrier for advisers to make this transition is the cost to set up, and run an advice business month-to-month – we have this covered.

Or perhaps you’re self employed and sick of endless hours spent in back office activities and business administration. We will team you up with your own assistant and Paraplanner.

Skills and experience

We’re looking for a modern adviser – so if you’d like to send us a video telling us a bit about yourself, that would be a great first step or give James a call to have a chat - 0400809994
It will be a requirement to have passed your FASEA exam.