Step into an established client portfolio and make an immediate impact.Advice2Talent is partnering with a well-established and growing regional financial advice practice in Wodonga to appoint an experienced Financial Adviser.This is not a role where you'll be starting from scratch.
You'll step into an established portfolio of approximately 150 clients, with recurring revenue already in place and the support of an experienced advice, paraplanning and client service team.It's an opportunity to take ownership of an existing client base, build strong long-term relationships and play an important role in the continued growth of the practice.The Opportunity:As Financial Adviser, you will be responsible for:Managing and developing an established portfolio of approximately 150 clientsDelivering high-quality, compliant financial advice and ongoing client reviewsBuilding trusted,



long-term relationships with clientsIdentifying opportunities to deepen existing relationships and grow the portfolioWorking closely with the Head of Advice and Senior AdviserCollaborating with experienced paraplanning and client service teamsContributing to an exceptional client experience and the continued growth of the practiceWho We're Looking For:We're looking for an experienced, client-focused Financial Adviser who enjoys building genuine relationships and delivering quality advice.This opportunity would suit an Adviser who is ready for greater ownership of an established client portfolio and wants to build a long-term career within a supportive and growing practice.
You'll have the benefit of an established client base from day one, while still having the chance to grow the portfolio, strengthen client relationships and make your mark on the business.Salary: Commencing from $125,000 + SuperannuationClient Portfolio: Approximately 150 established clientsSupport: Experienced advice, paraplanning and client service teamsOpportunity: Service and grow an established recurring revenue portfolio
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📌 Financial Advisor (Victoria)
🏢 Advice2Talent
📍 Victoria