Job Description
Financial Adviser | New Business & Strategic Growth
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$130,000 - $160,000 a year
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Full time, Permanent
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19d ago , from TAP The Andersen Partnership
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Financial Advisor - $130,000 to 160,000 + Super + Bonus
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About the Opportunity
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If you are an adviser who thrives on the chase, loves winning new business, and wants to operate in a high-performance engine room, this is your next step.
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This role is explicitly designed for a commercially sharp, relationship-driven hunter who wants to accelerate their portfolio growth.
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You will partner directly with investment teams, internal experts, accounting and legal partners to aggressively identify, pitch, and capture market share.
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What You Will Do
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Drive New Business: Actively convert warm leads, capital networks, and internal referral pipelines into high-value wealth management clients.
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Pitch Holistic Value: Articulate and deliver sophisticated, personalized wealth strategies across superannuation, wealth creation, structured investments, retirement architecture, insurance, and estate planning.
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Commercial Networking: Collaborate with internal lending, portfolio management, and digital solutions specialists to build compelling, multi-disciplinary pitches for prospective clients.
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Own the Relationship Lifecycle: Navigate the initial onboarding process with high emotional intelligence, transitioning prospects into long-term, loyal clients through proactive advisory and regular reviews.
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Collaborate with Centers of Influence: Build strategic cross-referral networks with external accountants, solicitors, and mortgage brokers to continuously fuel your pipeline.
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About You
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Experience: 3–5 years as a Financial Adviser with a demonstrable track record of new business acquisition, OR a high-performing Senior
Associate/Paraplanner
with strong commercial acumen ready to transition to a revenue-generating seat.
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Emerging Hunters Welcomed: Ambitious professionals looking to undertake or complete their Professional Year (PY) who possess natural business development capability and strong technical backing are highly encouraged to apply.
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Compliance: Fully FASEA/Pro-Exam compliant with a sharp understanding of current legislative frameworks.
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Soft Skills: Exceptional presentation, natural pitching ability, high energy, and the resilience required to thrive in a growth-focused setting.
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What's on Offer
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An aggressive, high-converting internal lead-generation system and immediate access to unmapped networks.
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Comprehensive back-office, administrative, and paraplanning support so you can spend your time pitching and closing.
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Direct mentorship from industry-leading partners and rainmakers with clear pathways to equity.
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A highly competitive remuneration package with a rewarding structure tailored to your commercial impact.
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📌 Financial Adviser | New Business & Strategic Growth (Victoria)
🏢 Andersen Partnership
📍 Victoria