We're doing something different, expressions of interest for experienced Wealth Advisers to join our growing team in Brisbane.
If you want to build a book of clients that you’ll nurture and grow over the long term, and are keen to enjoy all of the services for your clients that Macquarie can offer, we’d like to talk to you.
This role is perfect for a client-focused, self-motivated professional who enjoys establishing rapport with clients, delivering a needs/goals-based discussion, and expanding the client’s relationship with Macquarie. You’ll be supported by our excellent team of adviser assistants, as well as our technical services, advice design and paraplanning teams. You’ll also have the flexibility to operate in a way that best aligns your business and personal needs.
As a Macquarie Wealth Adviser, you’ll:
You’ll also be responsible for maintaining your professional and technical standards, and meeting the requirements of our license and risk management framework. We take great pride in the service we provide to our clients, and will expect you to achieve or exceed our client satisfaction measures.
You’ll hold a relevant degree to the Financial Planning industry (Financial Planning, Finance, Commerce, Business, Finance, Accounting, Economics or Legal) and a Diploma in Financial Planning. You’ll need to be RG 146 compliant and have maintained diverse and relevant CPD hours.
At Macquarie we will encourage you to own your career and your learning, and will work with you to build your success. This will include a comprehensive training program where you will have the opportunity to learn best practice methodology around being a trusted adviser. You’ll also be joining a professional, collaborative and highly successful team as well as be rewarded for strong performance and good behaviours.
Enabling Diversity & Inclusion
At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team.
Apply or enquire
If you meet the above criteria and are interested then please apply using the links below. For a confidential discussion, please contact Jennifer Leese on firstname.lastname@example.org