Financial Investment Advisor

About Us Expert Business and Tax Advisory (EBTA) is an established, reputable CPA tax practice that has been delivering exceptional financial solutions for over 11 years. Based in Sydney, we serve a vibrant and highly diverse client base, ranging from individuals to small-to-medium enterprises (SMEs) and high-net-worth clients. As part of our strategic growth, we are excitingly venturing into establishing a brand-new, dedicated investment advisory wing within our portfolio. We are seeking an ambitious, client-focused Financial Investment Adviser to join us at the ground level of this expansion and help shape the future of our wealth management services. About the Role This is a unique opportunity for a finance professional to champion a new service offering within an already thriving, stable CPA firm. As our Financial Investment Adviser, you will bridge the gap between tax strategy and wealth creation. You will work closely with our diverse clientele to understand their financial goals, risk profiles, and unique backgrounds to develop tailored investment strategies. Additionally, as EBTA moves strongly into the Self-Managed Super Fund (SMSF) domain, you will drive our optional/add-on investment advisory services specifically tailored for SMSF clients looking to optimize their portfolios. Key Responsibilities

• Strategic Advice: Develop and implement comprehensive financial plans, wealth creation models, and asset allocation strategies tailored to client goals.
• SMSF Investment Advisory: Provide specialized, optional add-on investment advice to clients within our rapidly growing SMSF portfolio.
• Client Consultation: Conduct thorough client interviews to assess financial positions, needs, objectives, and risk tolerance.
• Portfolio Management: Monitor investment performance, market conditions, and client circumstances to regularly review and revise financial strategies.
• Compliance & Tax Alignment: Advise clients on the taxation implications of investment decisions, working collaboratively with our established accounting team.
• Trade Execution: Arrange the purchase and sale of stocks, bonds, managed funds, and other financial products where appropriate.
• Relationship Management: Build and maintain deep, long-term relationships with a culturally diverse client base, ensuring exceptional service and trust.

Skills & ExperienceEssential Criteria

• Licensing: Must possess relevant Financial Planning licenses and certifications required to legally provide financial and investment advice in Australia.
• Experience: Minimum of 3 years of experience in financial planning, investment advisory, wealth management, or a related wealth advisory role.
• Regulatory Knowledge: Sound understanding of Australian taxation, superannuation, and financial services regulations.
• Communication: Exceptional verbal and written communication skills with the ability to explain complex financial concepts clearly.

Desirable & Highly Regarded

• Bilingual Skills: As a majority of our clients come from diverse cultural backgrounds, fluency in a second language is highly advantageous.
• SMSF Expertise: Proven experience or strong knowledge within the SMSF domain is a massive plus.

Why Join EBTA?

• The Best of Both Worlds: Enjoy the stability and structure of an established 11-year CPA practice, combined with the exciting growth potential of a start-up advisory wing.
• Competitive Remuneration: Attractive salary package of $95,000 – $120,500 + Superannuation.
• Career Autonomy: Take ownership of a new division with direct input into how we scale and deliver wealth services.
• Collaborative Culture: Work within a supportive, multicultural, and highly professional team environment.

How to Apply If you are an entrepreneurial financial professional looking to step into a pivotal role and advance your career with a respected advisory firm, we want to hear from you! Please submit your resume and a brief cover letter outlining your licensing status and why you are the perfect fit for EBTA, email: contact@ebta.com.au Please note that only shortlisted candidates will be contacted. Pay: $95,000.00 – $120,000.00 per year Benefits:

• Professional development assistance
• Profit sharing
• Visa sponsorship
• Work from home

Work Location: In person