Senior Financial Adviser

This is the kind of advice role that many advisers aspire to but rarely find. A genuine private wealth setting, a sophisticated client base and the chance 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 robust track record managing affluent clients
Comfortable working with complex client situations and sophisticated strategies
Professional, polished and relationship-driven

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