Senior Financial Adviser

This is the kind of advice role that many advisers aspire to but rarely find. A genuine private wealth environment, a sophisticated client base and the opportunity to focus on quality advice rather than volume.

Based in premium St Kilda Road offices, this established wealth management firm works with a select group of high-net-worth individuals and families. With average client fees of approximately $20,000 and predominantly wholesale clients, the focus is on building deep, long-term relationships and delivering highly strategic financial advice.

You will step into a position where clients value expertise, trust your recommendations and are genuinely engaged in their financial future. The work is complex, rewarding and centred around helping successful people make informed decisions about their wealth.

You will be responsible for managing existing client relationships, providing holistic financial advice and identifying opportunities to further strengthen client outcomes. Supported by an experienced team, you will have the freedom to focus on delivering exceptional advice without the distractions often found in larger or more transactional businesses.

The Role

- Manage and develop relationships with sophisticated high-net-worth clients
- Deliver comprehensive financial advice across wealth creation, retirement, superannuation, investment and estate planning




- Conduct strategic review meetings and ongoing advice discussions
- Develop tailored solutions aligned to each client's objectives
- Work closely with a high-performing support team to deliver an exceptional client experience

About You

- Experienced and qualified Financial Adviser with a strong track record managing affluent clients
- Comfortable working with complex client situations and sophisticated strategies
- Professional, polished and relationship-driven
- Solid technical and compliance knowledge
- Passionate about delivering high-quality advice and service

Why Join?

This is a business that deliberately limits client numbers to ensure every relationship receives the attention it deserves. The result is a highly engaged client base, meaningful advice work and a collaborative culture where quality always comes first.

You will enjoy:

- Sophisticated and engaged clients
- Predominantly wholesale client relationships
- High-quality advice work with genuine strategic depth mli>Hybrid working arrangements
- Premium St Kilda Road location
- Supportive and professional team environment
- Long-term career opportunity within a respected private wealth practice

If you are looking to move beyond transactional advice and join a true private wealth advisory firm, this is an outstanding opportunity to elevate your career.

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📌 Senior Financial Advisor - St Kilda Road (Melbourne)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Melbourne