Work Arrangement:
4 days in office, 1 day WFH
Equity:
Clear pathway to equity ownership
The Opportunity
An established and highly regarded financial services firm is looking for an experienced Senior Financial Adviser to join its ever-growing organisation.
With a team of 25 and a broader network of offices, the business has built a strong reputation for stability, long-term relationships and a genuine people-first culture. As a staff-owned firm with 18 shareholders, there is no immediate acquisition risk, while high-performing advisers have access to a structured pathway towards equity ownership.
This is an opportunity for an experienced adviser to take ownership of a high-quality client base while joining a business that offers genuine long-term career progression.
The Role
You will manage and develop a portfolio of approximately ******* clients, predominantly with $1m+ in investable assets.
Key responsibilities include:
Managing and developing long-term relationships with HNW clients
Providing comprehensive strategic financial advice
Managing a portfolio of approximately ******* clients
Building and maintaining strong client relationships
Identifying opportunities to grow and deepen existing client relationships
Working collaboratively with the wider advice and support team




Contributing to business development and networking initiatives
Developing expertise in direct equities, with support available for advisers looking to build their knowledge in this area
About You
The ideal candidate will have:
5+ years' experience as a Financial Adviser
Proven experience working with HNW clients, ideally with $1m+ portfolios
Strong technical advice and client relationship skills
A genuine interest in or experience with direct equities
A commercial mindset and desire to contribute to business growth
Strong communication and networking skills
An interest in long-term career progression and eventual equity ownership
Why Join?
$150k + Super + Bonus
Flexible working arrangements with 1 mandatory WFH day
Clear pathway to equity ownership
Staff-owned business with 18 shareholders
Established team of approximately 25 staff
Average employee tenure of 10+ years
Strong internal culture with regular external social and team activities
Established client generation through sponsorships, BD programs, networking groups and long-standing personal relationships
Prospect to build a long-term career within a business that rewards performance and ownership
#J-*****-Ljbffr

📌 Financial Advisor (Brisbane)
🏢 The Andersen Partnership
📍 Brisbane