Financial Planner | Client Manager | High Earning Potential (Melbourne)

Financial Planner | Client Manager | High Earning Potential (Melbourne)

10 Sep
|
Berritta Consulting
|
Melbourne

10 Sep

Berritta Consulting

Melbourne

Are you an ambitious Financial Adviser who enjoys building relationships, winning new clients and growing a high-quality advice book?

An exciting opportunity has become available to join a large, established and growing financial services business with a significant existing client base and a highly successful advice division.

This is an excellent opportunity for an Adviser with approximately 2–10+ years of experience who has developed strong technical foundations and is now looking for a platform where they can accelerate their career and earning potential.

Unlike many Adviser roles, you won't be expected to generate every opportunity yourself. The business has a solid lead-generation model and an extensive existing client base, providing Advisers with a consistent pipeline of opportunities.

The Opportunity

You will inherit an existing client book,

You will provide holistic strategic advice across areas including:

- Superannuation and retirement planning
- Investments and wealth creation
- Personal insurance
- SMSFs
- Strategic financial planning
- Ongoing wealth management and client reviews

Exceptional Earning Potential The position offers: $110,000 + Super

Plus a highly attractive performance bonus structure, providing the opportunity to earn 40% above your validation hurdle.

For high-performing Advisers who successfully build and manage their client base, the earning potential is substantial, with established performers achieving $200,000 -$300,000 total package.

About You





We are looking for someone who:

- Has approximately 2–10+ years' experience as a Financial Adviser
- Is appropriately qualified to provide financial advice in Australia
- Has strong holistic financial planning knowledge
- Is confident conducting client meetings and presenting advice
- Has a commercial, growth-focused mindset
- Enjoys converting new client opportunities and developing relationships
- Is motivated by performance and financial reward
- Wants to build a substantial long-term client portfolio

You do not need to bring a client book with you. What is key is having the drive, communication skills and ability to convert opportunities when they are provided.

What's On Offer?

- Highly attractive performance bonus structure
- Significant long-term earning potential
- Existing client book provided from commencement
- Large existing client base providing further opportunities
- Build your portfolio progressively as your capacity increases
- Strong administrative and operational support
- Holistic advice environment
- Established and growing financial services business
- Genuine opportunity to build a highly successful long-term career

If you're an ambitious Financial Adviser looking for a business that can provide the clients, leads, infrastructure and earning potential to take your career to the next level, we'd love to hear from you. Please send CV's to [email protected]

📌 Financial Planner | Client Manager | High Earning Potential (Melbourne)
🏢 Berritta Consulting
📍 Melbourne

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial planner | client manager | high earning potential (melbourne) / melbourne

Subscribe to this job alert:

Get the latest job offers by email for: financial planner | client manager | high earning potential (melbourne) / melbourne