Financial Advisor

2 days ago

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

About Us

At
Royale Wealth
, we're an independent, self-licensed financial services firm dedicated to helping Australians build and protect their financial future.

We deliver honest, strategic advice tailored to each client's goals — from wealth creation and tax planning to risk protection and retirement planning.

Our services include:

  • Tax minimisation and debt reduction
  • Superannuation and SMSF strategies
  • Investment and property advice
  • Risk protection and insurance
  • Wealth management and retirement planning

We believe in professionalism, integrity, and genuine care for our clients and our team.

Why Join Royale Wealth

We've built a culture that empowers advisers to do their best work.

You'll be supported by efficient systems, a capable back-office team, and a leadership group that values trust and collaboration.

This is an opportunity to work closely with clients, make a real impact, and grow your career — with a
clear pathway to equity
as the firm continues to expand.

The Role

This
full-time, hybrid role
is based in
Melbourne, VIC
.

You'll take the lead in conducting client reviews, refining financial strategies, and guiding clients through all stages of their financial journey — from building wealth to intergenerational planning.

Your key responsibilities:

  • Provide holistic financial advice across wealth, superannuation, insurance, and investment
  • Conduct detailed strategy reviews and client meetings
  • Collaborate with internal and external stakeholders to deliver outstanding outcomes
  • Maintain compliance with regulatory and ethical standards

About You

You're an experienced adviser who genuinely cares about helping clients achieve their goals.

You'll bring:

  • Experience as a
    licensed Financial Adviser
    (on the ASIC Financial Adviser Register)
  • Successful completion of the
    FASEA/ASIC adviser exam
  • Proven ability to deliver comprehensive financial advice
  • Strong relationship and stakeholder management skills
  • Solid knowledge of SMSF
    and associated strategies
  • Excellent written and verbal communication skills
  • A proactive, results-focused mindset and strong commercial acumen
  • Minimum 3 years' of experience as a Financial Adviser

What's on Offer

  • Competitive remuneration with future
    equity opportunities (Base salary $120k plus super & bonus)
  • Supportive and values-driven environment
  • Hybrid working flexibility
  • Direct collaboration with an experienced leadership team
  • The chance to shape the next stage of a growing boutique firm

Ready to take the next step in your advice career?

  • Apply today and become part of a firm that values integrity, independence, and real client impact.

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