Financial Planners Wanted

Moneytree Partners currently has career opportunities for the right financial planners.

We are looking for:

1. Planners that are unhappy or disillusioned with their current careers or work hours.

  • Either self employed or
  • Not happy with the work environment and culture of your current employer or
  • Working for a large group our institution and want to move on

2. Planners that want to create a great career for themselves, and be rewarded well for it, based on building a good client base and looking after it. Service oriented people.

 

10 Things that are different about Moneytree Partners:

1. An above average ability to generate leads and new clients for our planners.

2. An environment that allows our planners to create a rewarding long term career and work/life balance at the same time.

3. We are a privately owned, full financial services firm that operates its own Australian Financial Services License in the Sydney CBD.

  • This means that we are not owned by a bank or large institution which dictates products and strategies for our clients.

4. We specialise in working on advanced investment strategies for wealth accumulators.

5. Our advisers have either completed, or are studying to complete, advanced post-graduate Masters Degrees in Financial Planning.

6. We are unique in that we provide deep expertise in sourcing and investing in direct residential investment property:

  • This means you will not be offered managed funds as the only investment solution
  • We provide a balanced approach to investing between property and shares

7. We are a fully integrated firm. The Moneytree Wealth Advisory Group is made up of:

8. We have considerable Self-Managed Superannuation Fund expertise.

9. We operate an in-house operation that does not require our planners to make home visits.

10. We have built a state-of-the-art family friendly office that has a unique kids play area.  Why?

  • Because we want BOTH partners to be able to come and see their adviser at anytime without the problem of having to find a babysitter.

What next?

You can ask a question of the CEO and begin a confidential conversation.

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