Senior Financial Adviser – Investment & Wealth Management The Opportunity An established wealth management firm is seeking an experienced Senior Financial Adviser to join its Melbourne team.

This is an investment-led and growth-focused advice role, suited to an Adviser who combines strong technical investment knowledge with the commercial drive to build relationships, generate opportunities and win new clients.

You'll work with HNW and sophisticated clients across investment strategy, portfolio construction and broader wealth advice, while taking ownership of growing your client base through networking, referrals and proactive business development.

Key Responsibilities

- Proactively identify, develop and convert new HNW client opportunities.
- Build strong referral networks and professional relationships to generate new business.
- Manage and grow long-term relationships with HNW and sophisticated private clients.
- Provide strategic advice focused on investments, portfolio construction, asset allocation and wealth creation.
- Advise across equities, managed investments, ETFs, fixed income and diversified portfolios.
- Work alongside internal investment and research specialists to deliver sophisticated client strategies.
- Provide broader advice across superannuation, SMSFs,



retirement and wealth structuring where appropriate.
- Represent the business in the market and contribute to its ongoing growth.

About You

- Experienced Financial Adviser, Wealth Adviser or Investment Adviser with a strong investment background.
- Demonstrated ability to originate opportunities and win new clients, rather than solely servicing an inherited book.
- Strong understanding of investments, markets, portfolio construction and asset allocation.
- Experience working with HNW and sophisticated investors.
- Confident networker with strong commercial instincts and an established professional network.
- Polished relationship-builder capable of developing trusted relationships with clients and referral partners.
- Relevant financial planning qualifications and compliant with current Australian Adviser requirements.

What's On Offer? A senior chance combining investment advice, client relationships and genuine business development. You'll have the backing of an established wealth management platform, investment and research expertise, and strong internal resources, while having the autonomy to build your own client base and establish yourself in the market.

📌 Senior Financial Advisor - Investment & Wealth Management (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne