Company OverviewJoin a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice.
The practice is self-licensed, offering autonomy and flexibility while maintaining a solid reputation for excellence.Role OverviewAs a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients.
This role is based in Eastern Suburbs and offers the opportunity to work closely with leadership and a cooperative team.Key ResponsibilitiesDeliver comprehensive financial planning and investment strategies to HNW clientsBuild and maintain solid client relationships with a focus on long-term outcomesCollaborate with internal accounting and wealth management teamsEnsure compliance with regulatory and licensing requirementsDrive business growth through exceptional client service and strategic adviceSkills & ExperienceProven ability to manage HNW client portfoliosStrong technical knowledge in strategic and investment adviceRelevant tertiary qualifications and FASEA complianceExcellent communication and relationship-building skillsWhat's on Offer1 day WFH after probationFree daily lunchesPaid income protection and professional membershipsFree parking for leadership rolesSupportive, inclusive culture with career development opportunitiesWe are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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📌 Financial Adviser Melbourne (Australia)
🏢 Profusion Group
📍 Australia