About the Role
The Business
Join a growing, mid-tier advisory firm with a strong national footprint and a collaborative Brisbane team. You'll step into a senior role within a growing wealth advisory division, collaborating as a peer with business services and tax partners to deliver integrated advice to successful private clients and business owners.
The Role
You’ll work with another senior adviser to lead complex strategy work, deepen long‑term client relationships, and shape how holistic advice is scoped, delivered and refined across the firm.
- Clear progression, exposure to complex work, and the chance to help shape how they support clients through their next phase of growth.
- With allocation of existing clients and new referrals, act as a key adviser for an established group of HNW clients.
- Strong internal referral pipeline from business services and tax, with support to grow your client groups.
The Benefi...
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