Financial Adviser – Succession

2 days ago

Perth, Western Australia WealthCo Advisory Full time
Financial Adviser – Succession & Partnership Pathway

Add expected salary to your profile for insights

WealthCo Advisory is a boutique financial planning firm run by four Principal Advisers, with 80 years of combined industry experience. We believe in deeply personal, goal-driven advice—not just investing. Our firm thrives on trusted referrals, long-standing relationships, and strong growth.

Our Vision for this role

Due to sustained growth and a strong influx of new clients, WealthCo Advisory is seeking a Financial Adviser to join our expanding team. This role is part of a structured adviser succession plan, with the incoming adviser taking over a well-established client base built over many years. You'll work closely with a retiring Principal Adviser over a six-month transition period, gradually assuming full responsibility for the ongoing client relationship. Our vision is for you to evolve into a key leader within the firm- contributing to strategic direction, deepening client relationships, and playing a vital role in shaping our future.

About this opportunity

Take over an existing, high-quality client portfolio with warm handover.

Relationship focused role with no sales targets; success and bonus is measured by the retention of existing clients, not new business acquisition.

Receive mentorship from a Senior Adviser.

Full support from our dedicated client services and paraplanning team.

Clear, transparent pathway to becoming a Partner and equity owner within 3-5 years.

Flexible work arrangements and a collaborative culture that values long-term advice.

This role is ideal for someone who:

Possesses strong interpersonal skills with a demonstrated ability to engage with and influence people.

Has experience in a client-facing financial advice role, such as:

A financial adviser with several years of experience who is seeking a long-term opportunity with a firm they can grow with.

An associate adviser who has spent significant time in client meetings alongside a senior adviser and is now ready to take the next step toward independence and building their own client base- with support and mentorship.

Is passionate about long-term client care and committed to ongoing professional development.

Is confident in developing and delivering comprehensive advice strategies across wealth creation, retirement planning, investments, Centrelink and more.

Has a solid understanding of financial planning software (e.g. XPlan).

Responsibilities

Manage and deepen relationships with existing clients.

Independently conduct client meetings and present solutions alongside a Principal Adviser.

Coordinate with accountants, fund managers, and other professionals for best outcomes.

Maintain regulatory compliance and progress your CPD.

Leverage XPlan (or equivalent) for advice documentation and paraplanning workflows.

To apply or to arrange a confidential discussion, please contact Irene Lee.

irene@wealthcoadvisory.com.au
08 6222 6645

Salary match Number of applicants Skills match

Financial Planning Associate | Wealth Advisers

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