Financial Adviser | Retail Advice Specialist

Location: Melbourne CBD

The Practice:
We are partnering with a premier, growth-focused wealth management practice in the Melbourne CBD to recruit an exceptional Financial Adviser. Recognized for their disciplined advice process and high-touch client engagement, this practice has built a strong reputation across Victoria for delivering accessible, high-quality financial strategies.

The Opportunity:
This role is designed for an experienced adviser who thrives in the retail financial planning space and wants to play an active role in a firm's expansion. You will take ownership of existing client relationships while actively cultivating new referral networks to expand your portfolio.
You'll be supported by a dedicated team of technical specialists and administrative staff, allowing you to focus on strategy, client satisfaction, and strategic growth.

Key Responsibilities:
Retail Wealth Strategy: Deliver end-to-end advice across superannuation, SMSFs, personal investment portfolios, tax optimization, risk protection, and retirement planning.
Relationship Leadership:



Serve as the trusted lead adviser for retail clients, maintaining exceptional retention, trust, and service standards.
Business Expansion: Identify recent client opportunities, cultivate skilled referral channels (accounting/legal partners), and contribute to the firm's overall growth footprint.
Technical Excellence: Craft tailored, compliant strategies that align with client financial goals and current regulatory frameworks.

What You'll Bring:
Experience: 3+ years' operating as a registered Financial Adviser in Australia, with demonstrated success managing retail client accounts.
Technical Mastery: Deep knowledge across superannuation, personal insurance, wealth accumulation, and retirement planning strategies.
Growth Mindset: Proven ability to build skilled networks, convert warm leads, and drive strategic client acquisition.
Communication & Ethics: Superior stakeholder management skills with an unwavering commitment to client-first compliance and professional integrity.

📌 Financial Adviser Melbourne
🏢 The Andersen Partnership
📍 Melbourne