Job Description
Senior Financial Adviser - Investment & Wealth Management
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About the Chance
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An established Melbourne wealth management firm is looking for a Senior Financial Adviser who backs their own technical investment knowledge with real commercial drive. This is an investment-led, growth-focused advice role for someone who wants to build a client base on their own terms, not simply service one they've inherited.
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What You'll Do
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Identify, develop and convert new client opportunities
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Build referral networks and professional relationships that generate new business
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Manage and grow long-term relationships with HNW and sophisticated private clients
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Deliver strategic advice across investments, portfolio construction, asset allocation and wealth creation
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Advise across equities, managed investments, ETFs, fixed income and diversified portfolios
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Work alongside internal investment and research specialists on sophisticated client strategies
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Provide broader advice across superannuation, SMSFs, retirement and wealth structuring where relevant
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Represent the business in market and contribute to its ongoing growth
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About You
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Experienced Financial Adviser, Wealth Adviser with a strong investment background
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A demonstrated record of originating opportunities and winning new clients, not just servicing an existing book
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Strong understanding of markets, portfolio construction and asset allocation
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A confident networker with commercial instincts and an established professional network
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A skilled relationship-builder, able to earn trust with clients and referral partners alike
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What's on Offer
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A senior role combining investment advice, client relationships and genuine business development
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The backing of an established wealth management platform, with in-house investment and research expertise
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Real autonomy to build your own client base and establish your name in the market
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Strong internal resources so your time goes into advice and growth, not administration
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