🔵 Wanting to give more personalised and impactful advice?
🔵 Would like to spend more time with clients and less time doing admin and compliance?
🔵 Would feel better aligned in a more innovative and modern firm?

If so, we've got an opportunity you might be interested in.

About the role

- Provide advice to a large number of new clients and build long-term relationships with them.
- Work with mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
- Get to understand your clients in a deeply personal way by following our process based on the clients' values, intentions, and financial well-being. If you'd like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
- Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
- Be focussed solely on your clients, as we have the resources and systems across administration, paraplanning, implementation, and compliance to free up your time and energy for what you're great at.
- Have regular Journey sessions with clients to guide them towards their goals and make choices about how to not just build and preserve wealth, but use it as a resource to truly live.
- Collaborate with our advice partners across property, accounting and mortgage broking to manage the client's financial strategy.

NOTE: This is not a position where you'll need to be cold-calling or hard selling. We're in a fortunate position to have a compelling service that drives a huge amount of high-quality enquiries. Instead, this is a position where you'll grow and guide a group of clients over the coming years.

Why work with us?

-A fast-growing firm with an abundance of high-quality leads and new clients.
- Clients are qualified by our onboarding team and pay to meet the Adviser for the first time.
- Be part of a world-class culture that is professional, innovative, and fast-paced.
- We're a real team, not just. a group of people that work at the same company so you won't be battling any egos.
- A client experience and advice process that is at the leading edge of modern advice.
- Operate in a high-performance environment, that's free of politics.
- A highly autonomous environment where you don't need to clock on or off so you can integrate work into your life, and not the other way around.
- Balance working remotely and from our office (which is a beautiful place to work).
- Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
- 100% fee-for-advice with no conflicts you need to talk your way through.
- Extremely well operationalised business with full back office support to make life as easy as possible for the Advisers.
- Own and operate our own AFSL so we're not dictated by any licensee.
- Working at Verse helps people reach their potential.

To be a fit of the role, you must:

- Have great character - that means you're a person of integrity and substance.
- Be able to build relationships quickly.
- Be passionate about the value of advice.
- Be confident in your advisory abilities and value.
- Not be afraid to have hard conversations with clients.
- Be willing to embrace our culture of innovation and selflessness.
- Have awesome time management skills and be great at prioritising.

Remuneration
Base salary between $100,000 and $150,000 + Super + Bonus

Interested?

Apply now with your resume and a compelling cover letter about why you're the right fit for the role and we'll be in touch with next steps OR reach me at corey@versewealth.com.au or 0435 757 884 if you want to take a more casual route.