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 recent 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 new client opportunities, cultivate professional 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 professional 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.

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📌 Financial Adviser (Port Phillip City)
🏢 Andersen Partnership
📍 Port Phillip City