This well-established Melbourne CBD financial planning firm is seeking an experienced Financial Adviser to join its growing and highly regarded team.

This is an excellent opportunity for an experienced Adviser looking to take the next step in their career within a progressive financial planning business, with the opportunity to develop new client relationships and contribute to the continued growth of the firm.

With a reputation built on enduring client relationships, strategic wealth management and a disciplined approach to financial planning and portfolio construction, the firm continues to experience sustained growth.

About the Role

This position provides an opportunity to work closely with High Net Worth individuals and families, supported by an experienced and collaborative team committed to long-term growth and solid client outcomes.

You will provide holistic advice and strategic wealth solutions across areas including investment management, superannuation, retirement planning, insurance, tax strategies and estate planning.





Alongside managing and developing strong client relationships, you will have the opportunity to build new relationships, develop referral networks and identify new business opportunities as part of the firm's broader growth strategy.

About You

To be successful in this role, you will have:

Minimum 3 years' experience as a Financial Adviser.

Strong technical knowledge across financial products, investment strategies and legislation.

Excellent communication and relationship management skills.

A client-first mindset with high ethical standards.

Experience working with High Net Worth clients will be highly regarded.

The confidence and relationship-building skills to develop current client and referral opportunities.

A proactive mindset and willingness to contribute to the continued growth of the business.

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📌 Financial Adviser (Melbourne)
🏢 Integrate Recruitment
📍 Melbourne