Financial Planning Assistant

Who do you want to work for

           

            Do you want to get up in the morning knowing that you are materially improving peoples lives           

            Do you want to get up in the morning knowing that you are part of a team that is working toward the best outcome for their clients

           Do you want to get up in the morning knowing that you are with a firm that has an investment philosophy similar to Warren Buffett and has outstanding investment performance

           Do you want to get up in the morning knowing that you work for a firm that rates constant learning very highly

            Do you want to get up in the morning knowing that output and quality of work is more important than office hour attendance

            Do you want to get up in the morning knowing that the office has the best coffee machine and fresh coffee beans available

            Do you want to get up in the morning knowing that your boss will pay for your education costs associated with your role as long as you stay for a minimum of 2 years

            Do you want to get up in the morning knowing that you work for a firm that has such an excellent reputation that the phone rings with new clients without advertising

            Do you to get up in the morning knowing that you work for a firm that has a transparent investment philosophy so that the clients can see what they own rather than hide through opaque external fund managers

            Do you want to get up in the morning knowing that you work for a firm that pays above average wages for experience levels

  

Do you want to work for a progressive, next generation private wealth firm

     We are not your typical advice firm.

     We have our own currency licence.

     We directly invest globally.

     We directly invest in bonds.

     We have a dynamic asset allocation philosophy.

     We are value investors with a quality focus.

     We advise on complex estate planning strategies for high net worth clients.

     We are very selective of our clients and thus have a wonderful client base.

 

If you are looking for a challenge and want to a join a firm with a compelling offering, we are the firm for you.

 

Please note, we are not an appropriate firm for the following candidate:

 

            If you have an overinflated self-worth. (Ego is the enemy.)

            If you are excessively ambitious at the expense of the firm or clients

            You dont read widely.

           You are not curious.

           You have poor communication skills.

           You have poor presentation.

           Your moral compass points in the wrong direction.

           You are allergic to hard work.

22/03/2021 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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