Financial Adviser (Experienced or Professional Year Candidate)

We're looking for a motivated Financial Adviser to join our growing regional NSW practice. This opportunity is suitable for either:

An experienced Financial Adviser looking to join an established and supportive practice, or

A recent graduate or Provisional Financial Adviser seeking to complete their Professional Year under the guidance of experienced mentors.

You’ll work alongside a collaborative team of financial advisers, accountants, and experienced support staff to deliver high-quality, holistic financial advice to a diverse client base.

Depending on your level of experience, your responsibilities may include:

Providing comprehensive financial advice across superannuation, retirement planning, investments, personal insurance, and wealth creation.

Assisting senior advisers in preparing and delivering financial strategies and advice.

Building and maintaining long-term client relationships.

Working collaboratively with our paraplanning and administration teams to deliver exceptional client outcomes.

Maintaining compliance with industry regulations and professional standards.

Contributing to the ongoing growth and success of the practice.

For Experienced Advisers

Ideally you will have:

Relevant tertiary qualifications and compliance with current education requirements.

Current registration as an Authorised Representative (preferred).

Demonstrated experience providing personal financial advice.

Strong technical knowledge across financial planning strategies.





Experience with Xplan (or similar financial planning software).

Excellent communication and relationship-building skills.

A proactive, ethical, and client-focused approach.

For Professional Year Candidates

You’ll ideally have:

A relevant university qualification meeting current education requirements.

A genuine desire to build a career as a Financial Adviser.

Strong interpersonal and communication skills.

High attention to detail and willingness to learn.

A collaborative attitude and strong work ethic.

Experience with Xplan is advantageous but not essential.

Why Join Us?

Structured mentoring and support for Professional Year candidates.

Established client base with strong referral opportunities.

Close-knit, supportive team of advisers, accountants, and experienced support staff.

Transparent, non-institutional licensee workplace.

Exposure to high-quality investment solutions and advice platforms.

Ongoing professional development and career progression.

Competitive salary package based on experience.

A genuine opportunity to build a long-term career with a respected financial planning practice.

Why Orange?

If you’re considering a tree change, Orange offers an exceptional lifestyle with all the benefits of a thriving regional city. Just a short trip from Sydney, Orange boasts excellent schools, outstanding health facilities, award-winning food and wine, vibrant arts and culture, and an affordable, family-friendly lifestyle.

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📌 Financial Adviser (Experienced or Professional Year Candidate) (Orange)
🏢 Yates Baker McLean
📍 Orange