Elite Financial Advisor Position

2 days ago


Melbourne, Victoria, Australia Grant Executive Search Full time
Top Tier Private Clients Group Opportunity

This organisation is a leading private clients group in Australia, renowned for exceptional client service delivery and strong values. Despite challenging market conditions, they continue to achieve excellent growth through strategic expansion.

Their focus on delivering holistic advice and ongoing reviews has earned them a loyal high net worth client base. As a Senior Wealth Adviser, you will manage this established book of clients, providing strategic financial guidance to add long-term value.

You will be provided with a professional administration team and encouraged to grow further client alliances using their effective referral system. This role offers every opportunity to succeed and develop as a future leader within the company.

To excel, you will require previous experience working with high net worth clients, offering holistic financial advice. Your personable and professional nature will enable effective stakeholder management and communication. A degree qualification and Diploma of Financial Planning (1-8) or CFP are prerequisites for this role.

The estimated salary for this position is $120,000 - $180,000 per annum, depending on experience. If you are looking for a new challenge and want to take your career to the next level, please submit your application via Grant Executive Search's Apply Button.



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