Expert Financial Strategist
2 weeks ago
We are seeking a skilled Senior Financial Adviser to join our team. As a trusted financial expert, you will provide tailored advice to clients in conjunction with accountants.
This is a full-time, permanent role based in Dandenong, supporting a diverse client base that includes high-net-worth individuals, business owners, and agricultural enterprises.
About the Role- Manage an established client portfolio while driving business growth
- Collaborate with in-house accounting teams to deliver seamless financial solutions
- Travel within the Murray River region to meet clients and support expansion initiatives
The ideal candidate will have proven financial planning experience, preferably within an AFSL environment, strong commercial insight, and ability to manage complex financial structures.
Key Responsibilities- Provide expert financial advice as a trusted adviser
- Work with existing clients to maintain long-term relationships
- Develop and implement effective financial strategies
- Communicate complex financial information to clients
- Identify new business opportunities and expand the client base
- A warm referral network with plenty of clients means minimal business development time
- A dedicated administration, implementation, and paraplanning team supports your work
- Regional lifestyle offers a thriving community with genuine client relationships
- Career progression opportunities for long-term success
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