Financial Adviser
3 days ago
Rise Wealth Group is seeking a suitably experienced and qualified Financial Adviser to join our team, supporting our existing senior adviser.
Why Join Us?- Competitive Base Salary – Secure income with the opportunity for bonuses based on the overall performance of the business
- Opportunity for Equity in the business
Comprehensive Support Team – You focus on advising; we handle the rest.
Dedicated paraplanners
- Skilled admin and client service team
- In-house specialists to enhance client outcomes
Rise Wealth is a privately owned and operated Independent Financial Advisory business located in Bunbury, Western Australia.
Our business operates on an industry best practice methodology that integrates every aspect of wealth creation — cash flow, superannuation, risk, investment, and tax.
We equip our advisers with the latest tools, data insights, and systems to deliver high-impact, holistic financial advice that clients rave about.
You'll be part of a dynamic environment where performance, innovation, and client success are the daily mantra.
About the RoleAs a Financial Adviser, you will be responsible for:
- Delivering world-class financial advice that changes lives.
- Building and nurturing strong, long-term client relationships.
- Implementing tailored strategies using our proven, comprehensive advice framework.
- Continuously developing your professional and technical expertise through structured mentoring and training
The role would be well suited to individuals who already meet the new education standards, with some practical client-facing roles already under their belt.
In order to be successful in this role, you will need:
- Permanent Working Rights in Australia with no restrictions
- Minimum Bachelor's degree in Financial Adviser (Master's would be viewed favourably)
- At least 3 years' experience as a Financial Planner/Adviser or Associate Adviser in Australia
- FASEA Exam Compliant
- A genuine passion for helping clients achieve long-term financial security.
- Strong communication skills and professional presence.
If you would like to submit your expression of interest, please upload your resume via SEEK.
Alternatively, feel free to touch base by submitting your contact details along with any questions, or, by contacting our office separately by phone or email. All interactions should be to the attention of Naomi.
**Any communication will be treated with strict confidentiality**
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