Senior Investment Adviser

4 weeks ago


Brisbane, Queensland, Australia at Full time
About the role

Take on a senior financial adviser role with a book of HNW clients and the scope to grow it further. Work closely with an experienced leadership team, deliver tailored investment advice, and provide a genuine hands-on service across wealth management and portfolio construction.

Key responsibilities
  • Manage a portfolio of HNW & wholesale clients
  • Deliver tailored investment and portfolio advice
  • Analyse balance sheets, IPOs, and fund manager reports
  • Drive growth of client base through referrals and leads
  • Contribute to research and investment decisions within the team
Skills & Experience
  • Degree qualified with relevant advice accreditation
  • Strong background in wealth management or stockbroking
  • Experienced in investment markets and direct equities
  • Capable of advanced portfolio construction and analysis
  • Proven client relationship and advisory skills
Benefits
  • Opportunity for equity and business ownership
  • Optional 9-day fortnight
  • Flexible start/finish times
  • Professional, collaborative team culture
About the company & culture

This self-licensed wealth management firm has been established for over 35 years. They specialise in investment advice with a strong focus on direct investments, supported by their own in-house research.

With a tight-knit team of 12, they operate in an open-plan office where collaboration, respect, and professionalism are at the heart of their culture.

People enjoy working here because the team shares ideas, supports one another, and values a genuine work ethic. Staff are well looked after and encouraged to contribute to the firm's long-term success.

How to apply

Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.


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