The Role
This is an exciting opportunity to join a well-established and growing Wealth Management firm located in the heart of Newcastle. Offering a competitive remuneration package and the possibility of future equity, the role will suit an existing Adviser looking to take the next step in their career. 

We offer holistic advice services to a diverse range of high-net-worth families & business owners. A minimum of 3-5 years experience advising clients is ideal. 

Key responsibilities:

• Deliver tailored, high quality financial advice to the highest of professional advice standards;
• Develop client goals and strategies in relation to retirement planning, wealth creation, investments and estate planning;
• New business development via referrals from existing clients and the related accounting practice.

This is a significant opportunity to establish yourself with the business long-term, take on an existing client base and build new client relationships. 

About You
To be successful in this role you:

• Have exceptional communication skills and proven ability to build and maintain relationships with clients and referrers;
• Are client focused and can demonstrate strong engagement and technical advice skills;
• Are willing to collaborate with our Paraplanning & Client Support teams;
• Hold the relevant qualifications for a financial advice provider;
• Are adaptable and embrace change and new ideas.

About our Business

As a multi-award-winning self-licensed advice firm, Pitcher Partners Private Wealth manage over $800 million dollars in assets for an array of successful business owners, professionals, executives and families. We focus on our client relationships, understanding their needs, values and priorities to deliver a bespoke client experience.

Our supportive & team-based culture offers an outstanding work environment:  

• We offer a range of employee wellbeing benefits including subsidised physical active pursuits (we’ll pay up to $400 per year for your sport rego, Yoga/Pilates classes, gym membership etc!);
• We regularly celebrate team achievements with events throughout the year;
• We’re open to offering flexible work arrangements;
• Our Financial benefits include competitive salary & salary sacrifice available for all employees;
• Our modern offices are centrally located in Newcastle CBD, close to transport & free-parking.

This is an excellent opportunity for you to become a key part of a growing professional advice firm with clear systems & processes (Xplan) and the full support of a highly professional and talented team.

For more information, please see our website www.pitchernewcastle.com.au. 

Employment in this role is subject to the completion of a National Criminal History check. 

Apply below or contact hr@pitchernewcastle.com.au for more information.