Private Wealth Adviser
Position Summary
This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing a portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.
This role can be located in Brisbane, Queensland, Australia; Melbourne, Victoria, Australia; Sydney, New South Wales, Australia.
Primary Responsibilities
- Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice.
- Understanding clients’ immediate needs, long term objectives and level of comfort with risk.
- Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy.
- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy.
- Provide quality and trusted financial advice.
- Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands.
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients.
- Ensuring accuracy and compliance of client files and advice documentation
- Assist providing guidance and technical direction to paraplanners and implementation staff.
- Drive ongoing business development activities with potential and new client opportunities.
Qualifications and Experience:
- At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios.
- Be passionate about servicing clients and interested in an opportunity for the long term.
- Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail)
- Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.
- Advanced understanding of investment products, taxation, retirement & estate planning and risk management and insurance
- An ability to handle a client book and be comfortable with multi-tasking.
- Strong sense of professionalism and a client-centric approach.
- Highly motivated with an ability to convert referrals to clients.
- Organisational and prioritisation skills.
- Excellent communication and interpersonal skills, both written and verbal.
- Exceptional client focus.
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
