Are you a detail-oriented and a motivated individual with a passion for helping people with their money?
We at Everest Wealth are seeking an experienced Financial Adviser to join our team in our Melbourne office.
This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey.Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts.
We are a young & agile team with flexible working arrangements and with the ability for growth in your role.Responsibilities:Manage new clients through leads and referralsPlay a pivotal role in delivering comprehensive holistic financial plansMaintain client records through the provision of timely and concise file notesMaintain high compliance and professional development standards to ensure all legislative requirements are metReviewing the relevant SOA or ROA advice document to ensure it is of high quality and is compliantPerform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategiesStay updated on industry regulations, compliance requirements,



and best practices in financial planningMentoring and managing an associate adviser who will work directly with you and your clientsRequirements:At least 3 years' experience in a Financial Adviser related role is requiredPassed the FASEA examIntermediate experience with the Microsoft Office Suite, in particular ExcelStrong knowledge of financial products, investment vehicles, and financial planning principlesExcellent attention to detail and organisational skillsExceptional written and verbal communication abilitiesAbility to prioritise tasks, meet deadlines, and work in a fast-paced environmentOutgoing, team orientated and eager to learnCompetitive salary commensurate with experienceAbility to work from home with flexible working conditions.Positive and team-oriented work environmentThere is no requirement to have an existing book of clients that you need to bring across, and we are open to candidates applying if you are part way through your Qualified Year.Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future.
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📌 Financial Adviser (Melbourne)
🏢 Everest Partners
📍 Melbourne