Senior Financial Advisor

3 weeks ago

Melbourne, Victoria, Australia at Full time
Senior Financial Advisor - Manager of Wealth Division

Senior Financial Adviser - Head of Wealth Division

  • $160K-$170K + super + bonuses (OTE $200K++)
  • Are you a technically strong adviser who loves working with clients — without the pressure of chasing new business?
  • Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?
About the Client
Our client is a second-generation, family-owned, multidisciplinary practice offering:
  • Tax & Accounting
  • Financial Advisory
  • Lending & SMSF
  • Business Advisory & Bookkeeping
With a strong focus on business owners and High Networth Individuals, the practice has built a reputation for long-term relationships, high standards, and client-first service.

About the Role
As Head of Wealth/Senior Financial Adviser, you will lead the Financial Advisory team and oversee the delivery of holistic advice.

Key responsibilities include:
  • Managing and mentoring the advisory team
  • Providing goals-based advice and caring deeply about client outcomes
  • Using financial modelling to inform strategies and investment decisions
  • Servicing an existing book of ~80 fee-for-service clients, with strong referral pipelines (no need for prospecting)
  • Conducting review and select new client meetings
  • Reviewing ROAs/SOAs for compliance and accuracy
  • Leveraging a support team: Associate Adviser, offshore paraplanners, and admin staff
  • Driving process improvements to adapt to industry change and maintain efficiency
To Be Successful
  • Experienced Senior Financial Adviser within a holistic, multidisciplinary practice
  • FASEA compliant
  • Strong technical skills with the ability to deliver complex advice
  • Process-oriented and commercially minded
  • A natural leader who can mentor and motivate others
  • Client-first with strong interpersonal and communication skills
If you are aPractice Principal and don't want do it alone anymore:
If you are currently running your own FP practice and want to transition, you canbring your client book across and convert it into equitywithin this group — creating instant ownership and scale.

What's On Offer
  • $160K-$170K + super + bonuses (OTE $200K++)
  • Direct collaboration with the Managing Director & CEO
  • Clear career path with equity opportunities
  • Professional development and mentoring support
  • Systemised workflow, established processes, and strong admin/paraplanning backing
  • Team-building events and a collaborative, values-driven culture
ContactCarolina Castillofor a confidential discussion or send a DM.Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

  • How many years' experience do you have as a financial adviser? What's your expected annual base salary?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

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