Financial Adviser | Wodonga, VIC

Are you ready to relocate to an affordable place -

Median House Price $550K -$600K Get out of city and into an affordable vibrant Regional Area.

$125,000 - $140,000 + Super | Established Client Portfolio

Advice2Talent is recruiting for an experienced Financial Adviser to join a well-established and growing regional financial advice practice in Wodonga.

This is not a role where you'll be starting from scratch.

You’ll step into an established portfolio of approximately 150 clients, servicing a recurring revenue book, with the support of an experienced advice team.

The opportunity

You’ll be responsible for:

- Managing and developing an established portfolio of approximately 150 clients
- Delivering high-quality, compliant financial advice and ongoing client reviews
- Building strong, long-term client relationships
- Identifying opportunities to grow and deepen existing client relationships
- Working closely with the Head of Advice and Senior Adviser




- Collaborating with paraplanning and client service teams to deliver an exceptional client experience

Who we're looking for

This opportunity would suit an experienced servicing Adviser who enjoys building genuine relationships with clients and is looking for the next stage of their career within a supportive advice team.

You’ll inherit an established client base while still having the opportunity to grow your portfolio and contribute to the continued growth of the business.

Location

Location - Wodonga, Victoria

Salary

Salary on Offer commencing from $125,000 - $140,000 + Superannuation

Advantages

- Established portfolio - approximately 150 clients
- Strong internal advice, paraplanning and client service support

Additional Salary Information

Salary on offer Range $125K -$140K plus super depending on skills and experience

Requirements

Must have Minimum 5 years of experience in working as a Financial Adviser.

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📌 Financial Adviser (Wodonga)
🏢 CareerBank
📍 Wodonga