Junior Investment Analyst
We have an opening for a Junior Investment Analyst to support both our Investment Analyst and Chief Investment Officer. This is a great opportunity for someone keen to expand their knowledge and enhance their career aspirations.
We are looking for someone with a relevant degree (refer to FASEA for further details) and a minimum of two years’ experience in the financial sector. Other requirements are:
- A sound knowledge and understanding of investments and markets
- The ability to assist in the preparation of detailed analysis of investments and provide opinion
- Maintain a common sense approach to work ethics, money management responsibilities and client care
- If possible, a working knowledge of Xplan, Morning Star and other investment research house software, MS Office 365
This role is based in our Mona Vale office.
To register your interest, please call Sally on (02) 9997 4647.
Senior Adviser – Equity Partnership
Are you an existing business owner that wants to move out of dealer land and be self-licensed, but doesn't want to deal with the day to day licensing requirements?
Are you looking to leave an existing Licensee and build equity in an established firm with like-minded peers?
Financial Decisions is a boutique financial services firm offering a holistic financial services solution. Over the past 15 years we have built a team of professionals who provide the following services:
- Tailored and model investment advice
- Insurance advice
- Mortgage broking
- Tax & Accounting services
- Business advisory and marketing consulting services
- Estate planning advice / legal
As a relationship-driven firm, we start with the premise that people do business with people they trust and want to build long-term partnerships with. Our belief is that our advisers need to have equity in the business as it develops behaviours that are aligned to our clients and each other.
We are looking for like minded advisers who understand the benefits of being self-licensed and who are passionate about being the conduit for all their clients' financial needs. We are after partners who will continue to grow Financial Decisions and ultimately form part of our succession plan for our senior advisers.
You will have an existing client base, or the ability to immediately grow a business over the next 12 months. Your compensation is based on your contribution to the firm and equity participation.
Financial Decisions will provide the following resources and services to assist managing your clients:
- Product Research
- Practice Management
- Office Services
If this sounds like something that interests you, then we have a plan that will help you grow your existing client base organically, transition existing Financial Decisions clients to you and have greater share of wallet through the other services we offer.