Senior Financial Adviser – Comprehensive Advice

Company Overview

At Watson Wealth, we're more than just a financial services firm — we're a holistic wealth management company helping clients achieve confidence and clarity in their financial future. We specialise in financial planning, mortgages, and legal services, offering a complete solution under one roof.

Through our financial planning division, Elliot Watson Financial Planning, we deliver tailored advice to clients at every stage of life. Since launching in 2016, we've continued to grow year after year, earning a strong reputation for our professionalism, personal approach, and ability to make complex financial concepts easy to understand.

Our team is known for being friendly, approachable, and genuinely passionate about helping clients reach their goals.

Based in the heart of Maitland, our modern head office is surrounded by great shops and cafés, with additional satellite offices in The Junction and Singleton. Each office is equipped with the latest technology to support efficiency and collaboration.

Exciting Opportunity

Due to strong business growth, we are seeking a confident and growth-minded Senior Financial Adviser to join our team on a full-time basis.

This is not just a servicing role — it's a chance to step straight into a business with a strong pipeline of qualified leads, make an immediate impact, and be rewarded for driving growth.

You'll thrive in our holistic model, collaborating with in-house mortgage and legal divisions so your advice lands faster and more completely.

We're looking for someone who thrives on meeting new clients, earning their trust, and providing life-changing advice that converts opportunities into long-term relationships, while also managing the ongoing needs of their client base with professionalism and care.

Key Responsibilities

• Meet with qualified new business leads provided by the company and be responsible for engaging them as new clients.
• Utilise exceptional engagement skills to create a memorable financial planning experience for new clients.
• Build rapport quickly, earning trust and creating a lasting client relationship.
• Conduct thorough needs analysis and deliver comprehensive strategies across investments, insurance, superannuation, and more.
• Present advice clearly and articulately, ensuring clients understand the value of advice.
• Collaborate with our paraplanning and admin support teams to minimise administrative burden.
• Manage ongoing client servicing and reviews, maintaining strong and enduring relationships.
• Stay up to date with technical, regulatory, and market developments to provide quality, compliant advice.

Requirements

• Minimum 5 years' experience providing personal financial advice.
• Bachelor degree in Financial Planning (or equivalent under Corporations standards).
• Completion of the FASEA ethics exam.
• Proven ability to meet and convert new clients, with strong trust-building skills.
• Strong technical capability across strategy, investments, insurance and superannuation, with a high compliance standard.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office 365 and strong computer skills.
• Willingness to learn, grow, and embrace feedback.
• Current unrestricted driver's licence.
• Experience with Xplan (desirable but not essential).
• Values-driven, collaborative and proactive — comfortable in a fast-growing, high-support environment.

We offer a competitive salary with generous performance incentives tied to growth and client acquisition, a strong flow of qualified leads, robust systems and paraplanning/admin support, and collaboration across financial planning, mortgages and legal.

Ready to Join Us?

This opportunity is ideal for a motivated individual who is client-focused, driven to achieve results, and passionate about providing life-changing advice.

We offer an attractive salary package commensurate with your skills and experience, along with generous performance incentives tied to growth and client acquisition.

Join our team at Watson Wealth and embark on an exciting career as a Senior Financial Adviser. Apply today to be part of a company that values relationships, excellence, and work-life balance.

See what it's like to work with us here: Watch our culture video

We're seeking applications from genuine candidates. Agency submissions will not be accepted.

To find out more about Watson Wealth, visit our website –