Ready to take the next step? You've completed your Professional Year, gained valuable experience as a qualified Financial Adviser and are looking for an opportunity to take your career to the next level. At Wealth Universe, we are seeking an ambitious adviser with 1–2 years experience. With access to existing clients, new advice opportunities and an established qualified referral network, you can focus on delivering quality advice and building meaningful relationships
- not starting a client base from scratch. About Wealth Universe Wealth Universe is a growing Melbourne-based financial services business working across financial advice and professional services. We believe financial services is ultimately a people business. We collaborate with financial advisers, mortgage brokers, accountants and other professionals to create opportunities and help clients make better financial decisions. We are a small, ambitious and hands-on team where initiative is valued, ideas are encouraged and people can make a genuine contribution. The opportunity Working closely with our Principal Financial Adviser, you will continue developing your technical knowledge, client relationship skills and confidence. You will be supported with existing client relationships and new opportunities generated through our professional networks. We are looking for someone who can quickly build rapport, establish trust and identify appropriate opportunities to provide meaningful financial advice.
• Manage and develop relationships with existing clients
• Conduct client meetings and build rapport with prospective clients
• Understand client goals, circumstances and advice needs
• Identify additional advice opportunities through client relationships and professional referrals
• Develop and present appropriate financial strategies and recommendations
• Research strategies, products and investment solutions
• Prepare and review advice documentation and assist with implementation




• Conduct ongoing reviews and collaborate with professional referral partners
• Maintain high standards of professionalism, compliance and client service Who we're looking for You see financial advice as a long-term career and are motivated to grow professionally and personally.
• Completed your Professional Year and are qualified and appropriately registered to provide personal financial advice in Australia
• 1–2 years experience as a qualified Financial Adviser
• An approved financial planning qualification and sound knowledge of advice and regulatory obligations
• Experience working with clients and developing financial advice strategies
• Strong communication skills and the ability to build rapport and trust quickly
• A proactive, commercially minded approach to recognising client needs and suitable advice opportunities
• Initiative, organisation, curiosity and a genuine commitment to helping clients Experience across superannuation, investments, personal insurance and retirement planning will be highly regarded. Above all, attitude, ambition and a willingness to keep learning matter. Why join Wealth Universe? Established clients and new opportunities. Access existing client relationships and new introductions through our professional network. Mentoring and development. Work closely with an experienced Principal Financial Adviser and build your technical expertise and confidence. Autonomy and progression. Take greater ownership of client relationships, advice delivery and business development as your capabilities grow. Collaborative culture. Join a supportive, ambitious team working alongside mortgage brokers, accountants and other professionals. Build your future with us The first years as a qualified adviser are critical in shaping a rewarding career. If you are ready for a new challenge where you can make a genuine contribution, we would love to hear from you.

HOW TO APPLY
Please email your cover letter and resume to [email protected]. Applicants must have the appropriate qualifications, registration and Australian work rights to perform the role.

📌 Financial Adviser (Melbourne)
🏢 Wealth Universe
📍 Melbourne