Job Description

Company Overview

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Join 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 strong reputation for excellence.

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Role Overview

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As 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 collaborative team.

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Key Responsibilities

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- Deliver comprehensive financial planning and investment strategies to HNW clients
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- Build and maintain solid client relationships with a focus on long-term outcomes
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- Collaborate with internal accounting and wealth management teams
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- Ensure compliance with regulatory and licensing requirements
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- Drive business growth through exceptional client service and strategic advice
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Skills & Experience

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- Proven ability to manage HNW client portfolios
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- Robust technical knowledge in strategic and investment advice
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- Relevant tertiary qualifications and FASEA compliance
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- Excellent communication and relationship-building skills
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What's on Offer

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- 1 day WFH after probation
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- Free daily lunches
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- Paid income protection and professional memberships
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- Free parking for leadership roles
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- Supportive, inclusive culture with career development opportunities
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We 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 (Victoria)
🏢 Profusion Group
📍 Victoria