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 robust 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 qualified 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 (Australia)
🏢 Profusion Group
📍 Australia
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