Financial Advisor

14 hours ago

Melbourne, Victoria, Australia Advice2Talent Full time $150,000 - $160,000 per year

Senior Financial Adviser

$150,000-$160,000 plus super | Award-Winning Boutique Firm | Melbourne

Must be Process Driven

Must enjoy refining processes as industry changes

Lord of the Flies — turn chaos into process

About the Employer

Our client is a multiple award-winning Chartered Accounting and Financial Planning firm, proudly Australian-owned and operating for over 30 years across Melbourne. Known for their integrated and practical financial service solutions, they are committed to helping clients achieve their optimal lifetime financial goals.

About the Role

Our client is seeking a process-focused Senior Financial Adviser to join their expanding team.

In this role, you will:

  • Deliver detailed strategic financial planning and investment advice to a sustainable and profitable client portfolio.
  • Mentor and support a Provisional (PY) Adviser to ensure their professional development and compliance standards.
  • Collaborate closely with directors on client strategies and firm-wide projects.
  • Contribute to process improvement and uphold the highest standards of advice delivery.

Key Responsibilities:

  • Lead client meetings and provide comprehensive financial planning advice.
  • Build and maintain long-term client relationships.
  • Mentor and guide a Provisional (PY) Adviser.
  • Provide oversight and direction to paraplanning and admin staff as required.
  • Develop and implement tailored financial strategies, including modelling and scenario planning.
  • Maintain strong technical knowledge across superannuation, insurance, investments, and estate planning.
  • Ensure compliance with regulatory and legislative requirements.

About You

To be successful in this role, you will bring:

  • Relevant tertiary qualifications in Finance or related discipline.
  • Minimum 10+ years' experience as a Financial Adviser.
  • Certified Financial Planner (CFP) designation.
  • Strong technical and analytical expertise in superannuation, insurance, investment planning, and estate planning.
  • Proven experience with Xplan
    .
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • A process-driven mindset with excellent attention to detail.
  • Strong leadership and mentoring ability.
  • Excellent written and verbal communication skills.

What's on Offer

  • $150K-$160K plus super
  • Join a boutique, award-winning firm with a supportive and collaborative culture.
  • Opportunity to mentor an emerging adviser and shape the quality of advice delivery.
  • Work with an established client base while contributing to the growth of the practice.
  • Put all your processes and work processes into action

  • Financial Advisor

    2 weeks ago

    Melbourne, Victoria, Australia PictureWealth Full time $90,000 - $120,000 per year

    Company DescriptionPictureWealth connects more advice to more lives. We believe financial well-being isn't just about wealth—it's about freedom, security, and happiness. Our mission is to empower you to visualize, plan, and build the life you want with expert advice, tailored insights, and intuitive tools that put you in control of your money. Whether...

  • Financial Solutions Advisor

    2 days ago

    Melbourne, Victoria, Australia Bank of America Full time $60,000 - $120,000 per year

    Job Description:Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates,...

  • Content Advisor

    1 week ago

    Melbourne, Victoria, Australia Liberty Financial Full time $70,000 - $120,000 per year

    About LibertyHelping people is in our DNA. A leading non-bank lender, we have been providing free-thinking loans for more than 26 years and and have helped over 850,000 people get financial. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional customer experiences.We're a collaborative and social...

  • Financial Investment Advisor-Wholesale Clients

    2 weeks ago

    Melbourne, Victoria, Australia Newport Private Wealth Full time $90,000 - $120,000 per year

    About UsNewport Private Wealth is a boutique, independent financial advisory firm dedicated to providing holistic wealth management solutions to wholesale and high-net-worth clients. Our client-centric philosophy, long-term vision, and commitment to integrity have made us a trusted partner to executives, entrepreneurs, and family offices across...

  • Financial Accountant

    2 weeks ago

    Melbourne, Victoria, Australia Brenntag Australia Pty. Ltd. Full time $90,000 - $120,000 per year

    Job Requirements3+ years' experience as a Financial Accountant.CA or CPA qualified or working towards, with a bachelor's degree in finance, accounting or a related field.Strong technical accounting skills with knowledge in financial compliance and tax obligations.ERP system experience (SAP highly regarded).Proficiency in excel and other reporting tools (HFM/...

  • Financial Controller

    1 week ago

    Melbourne, Victoria, Australia Enemix Full time $120,000 - $180,000 per year

    Financial Controller | Melbourne-Based | Immediate StartA leading renewable energy innovator is seeking aFinancial Controllerto lead financial operations and support strategic growth. This full-time permanent role reports to the CFO and offers the opportunity to shape financial reporting, modelling, and investment evaluation in a fast-paced, high-impact...

  • Financial Accountant

    2 weeks ago

    Melbourne, Victoria, Australia Hays | Accountancy & Finance Full time $100,000 - $120,000 per year

    Your new companyOur client is a well-established and privately owned property development firm with a strong presence across Melbourne's growth corridors. With decades of experience in delivering high-quality residential communities, the business is known for its hands-on approach, long-term vision, and commitment to excellence. This opportunity will start...

  • Financial Solutions Advisor

    6 days ago

    Melbourne, Victoria, Australia Bank of America Full time $90,000 - $120,000 per year

    Job Description:Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates,...

  • Senior Financial Advisor

    19 hours ago

    Melbourne, Victoria, Australia Advice2Talent Full time $170,000 - $200,000 per year

    Senior Financial Adviser - Head of Wealth Division$160K–$170K + super + bonuses (OTE $200K++)Are you a technically strong adviser who loves working with clients — without the pressure of chasing new business?Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?About the ClientOur client is a...

  • Senior Financial Advisor

    14 hours ago

    Melbourne, Victoria, Australia advice2talent Full time $170,000 - $200,000 per year

    Senior Financial Adviser - Head of Wealth Division $160K-$170K + super + bonuses (OTE $200K++)Are you a technically strong adviser who loves working with clients — without the pressure of chasing new business?Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?About the Client Our client is a...