Financial Adviser (Bunbury)

Financial Adviser (Bunbury)

10 Sep
|
Rise Wealth Group
|
Bunbury

10 Sep

Rise Wealth Group

Bunbury

Rise Wealth Group is seeking a suitably experienced and qualified Financial Adviser to join our team, supporting our existing senior adviser.

Why Join Us?

- Competitive Base Salary – Secure income with the chance for bonuses based on the overall performance of the business
- Opportunity for Equity in the business
- Comprehensive Support Team – You focus on advising; we handle the rest.
- Dedicated paraplanners
- Skilled admin and client service team
- In-house specialists to enhance client outcomes

About the Role

As a Financial Adviser, you will be responsible for:
- Delivering industry leading best practice financial advice that changes lives.
- Building and nurturing strong, long-term client relationships.
- Implementing tailored strategies using our proven, comprehensive advice framework.
- Continuously developing your professional and technical expertise through structured mentoring and training

About You

The role would be well suited to individuals who already meet the new education standards, with some practical client-facing roles already under their belt. In order to be successful in this role, you will need:
- Permanent Working Rights in Australia with no restrictions
- Minimum Bachelor's degree (Master's would be viewed favourably)
- Bachelor's degree must be in finance-related fields such as finance, economics, or financial planning




- At least 3 years' experience as a Financial Planner/Adviser or Associate Adviser in Australia
- FASEA Exam Compliant
- Current AFSL authorisation preferred (already on the FAR)
- A genuine passion for helping clients achieve long-term financial security.
- Strong communication skills and professional presence.

About Us

Rise Wealth is a privately owned and operated Independent Financial Advisory business located in Bunbury, Western Australia. Our business operates on an industry best practice methodology that integrates every aspect of wealth creation — cash flow, superannuation, risk, investment, and tax.

We equip our advisers with the latest tools, data insights, and systems to deliver high-impact, holistic financial advice that clients rave about.

You'll be part of a dynamic environment where performance, innovation, and client success are the daily mantra.

How to Apply

If you would like to submit your expression of interest, please upload your resume via SEEK. Alternatively, feel free to touch base by submitting your contact details along with any questions, or, by contacting our office separately by phone or email. All interactions should be to the attention of Naomi.

Any communication will be treated with strict confidentiality

📌 Financial Adviser (Bunbury)
🏢 Rise Wealth Group
📍 Bunbury

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