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 & dynamic team with flexible working arrangements and with the ability for growth in your role.

Responsibilities:

- Manage new clients through leads and referrals

- Play a pivotal role in delivering comprehensive holistic financial plans

- Maintain client records through the provision of timely and concise file notes

- Maintain high compliance and professional development standards to ensure all legislative requirements are met





- Reviewing the relevant SOA or ROA advice document to ensure it is of high quality and is compliant

- Perform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategies

- Stay updated on industry regulations, compliance requirements, and best practices in financial planning

- Mentoring and managing an associate adviser who will work directly with you and your clients

Requirements:

- At least 3 years’ experience in a Financial Adviser related role is required

- Passed the FASEA exam

- Intermediate experience with the Microsoft Office Suite, in particular Excel

- Solid knowledge of financial products, investment vehicles, and financial planning principles

- Excellent attention to detail and organisational skills

- Exceptio

📌 Financial Adviser (Melbourne)
🏢 Everest Partners
📍 Melbourne