Salary open depending on experience – highly competitive and negotiable
QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experiencedFinancial Adviserto join its Melbourne team.
With continued growth planned, the business is looking for an accomplished Adviser who can independently manage client relationships, provide high-quality strategic advice and contribute to the ongoing growth of the practice.
This opportunity would suit an Adviser who already manages their own client portfolio and is looking for greater autonomy, strong earning potential, genuine career progression and a supportive environment with a focus on work-life balance.
Key Responsibilities
Manage and develop a portfolio of new and existing clients
Deliver comprehensive strategic financial advice across the end-to-end advice process
Build strong, long-term relationships with clients and act as their trusted Adviser
Conduct client meetings, reviews and ongoing strategy discussions
Develop tailored strategies across superannuation, investments, retirement planning, insurance and broader wealth management
Work closely with paraplanning, administration and implementation teams
Identify opportunities to deepen existing client relationships and grow the client portfolio
Support the onboarding and conversion of new clients
Maintain high standards of compliance, documentation and client service
Contribute to the broader growth and development of the advice business
What We're Looking For
Proven experience as aFinancial Adviserwithin financial planning, wealth management or private wealth
Ideally 5+ years' relevant industry experience
Demonstrated experience managing your own client portfolio
Solid technical knowledge across superannuation, investments, retirement strategies, insurance and wealth creation
Excellent client-facing, communication and relationship-management skills
Ability to work independently and take ownership of client outcomesStrong commercial awareness and a proactive approach to business development
Relevant financial planning qualifications and appropriate adviser credentials
High attention to detail and a strong understanding of compliance requirements
Professional, collaborative and client-focused approach
The business offers a strong platform for an experienced Adviser looking to build a long-term career within a growing wealth management environment.
The successful candidate will have the opportunity to take ownership of their client portfolio, further develop their advice capability and participate in astructured 12-month business and development planfocused on client growth, revenue development and long-term career progression.
There is also scope for increased responsibility and broader opportunities within the business as it continues to grow.
This is an excellent opportunity for an experienced Financial Adviser seekinggreater autonomy, strong earning potential, career progression and a genuine work-life balance.
If you are an experienced Financial Adviser considering your next move — or know someone who may be suitable — I would love to hear from you.
Diversity & Inclusion
We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.
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