THE OPPORTUNITY

You’ve built the client relationships. Now build your business with the backing of a national network.

As a Financial Adviser at Morgans, you’ll be the primary point of contact for your clients and at the forefront of every interaction. You’ll shape long-term relationships, provide tailored advice and help clients make confident decisions about their wealth.

If you’re an experienced adviser looking for a firm that gives you the research, tools and support to grow, while letting you put your clients first, we’d love to hear from you.

ABOUT MORGANS

Morgans is Australia’s largest national full-service stockbroking and wealth management network, with 40 years of experience. We provide a range of wealth management, investment advice and corporate finance services, and we pride ourselves on our people, our expertise, our core values and our diversity. Our advisers are backed by a comprehensive range of research, attractive corporate investment opportunities, marketing tools, systems, support and training to help them build their business.

WHAT YOU’LL GAIN

- Eligibility to participate in our bonus scheme
- Learning and development opportunities, including the Morgans Mentoring Program
- Access to Morgans’ research, corporate investment opportunities, marketing tools and systems
- Discounted financial services, health care, gym memberships and more




- The chance to make a positive impact on the community through the Morgans Foundation and paid volunteer days

WHAT YOU’LL BE DOING

- Building and maintaining robust relationships with your clients
- Providing stock market and financial advice tailored to each client
- Staying across financial products including equities, listings and offerings
- Keeping up to date with managed products, superannuation, social security, wills and estate considerations
- Maintaining strong knowledge of companies listed and traded on the ASX
- Incorporating Morgans research findings and recommendations into your client conversations
- Executing client trades accurately and on time

WE’D LOVE TO HEAR FROM YOU IF YOU

- Have experience in the securities industry, ideally as a private client adviser
- Build relationships with ease and genuinely enjoy working with clients
- Are self-motivated and comfortable managing deadlines
- Bring sound problem-solving skills and a sharp eye for detail
- Communicate clearly and confidently, both in writing and in person
- Are proficient with Salesforce, Iress, Xplan, as well as MS Word and Excel

YES, I WANT TO APPLY!

If you’re ready to grow your advice career with Morgans, click “Apply” and send us your cover letter and resume.

📌 Financial Adviser – Expression of Interest (Australia)
🏢 Morgans Holdings
📍 Australia