Job Description

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Financial Adviser | Wodonga, VIC

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Are you ready to relocate to an affordable place -

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

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

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

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

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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 n

You’ll be responsible for:

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- Managing and developing an established portfolio of approximately 150 clients
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- Delivering high-quality, compliant financial advice and ongoing client reviews
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- Building strong, long-term client relationships
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- Identifying opportunities to grow and deepen existing client relationships
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- Working closely with the Head of Advice and Senior Adviser
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- Collaborating with paraplanning and client service teams to deliver an exceptional client experience
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Who we're looking for n

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.

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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 n

Location - Wodonga, Victoria

Salary n

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

Advantages n

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- Established portfolio - approximately 150 clients
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- Strong internal advice, paraplanning and client service support
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Additional Salary Information n

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

Requirements n

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

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📌 Financial Adviser (Wodonga)
🏢 CareerBank
📍 Wodonga