Senior Financial Advisor

2 weeks ago

Melbourne, Victoria, Australia At Full time

Senior Financial Advisor - Manager of Wealth Division
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 second-generation, family-owned, multidisciplinary practice offering:
Tax & Accounting
Financial Advisory
Lending & SMSF
Business Advisory & Bookkeeping
With a strong focus on business owners and High Networth Individuals, the practice has built a reputation for long-term relationships, high standards, and client-first service.
About the Role
As Head of Wealth/Senior Financial Adviser, you will lead the Financial Advisory team and oversee the delivery of holistic advice.
Key responsibilities include:
Managing and mentoring the advisory team
Providing goals-based advice and caring deeply about client outcomes
Using financial modelling to inform strategies and investment decisions
Servicing an existing book of ~80 fee-for-service clients, with strong referral pipelines (no need for prospecting)
Conducting review and select new client meetings
Reviewing ROAs/SOAs for compliance and accuracy
Leveraging a support team: Associate Adviser, offshore paraplanners, and admin staff
Driving process improvements to adapt to industry change and maintain efficiency
To Be Successful
Experienced Senior Financial Adviser within a holistic, multidisciplinary practice
FASEA compliant
Strong technical skills with the ability to deliver complex advice
Process-oriented and commercially minded
A natural leader who can mentor and motivate others
Client-first with strong interpersonal and communication skills
If you are a
Practice Principal and don't want do it alone anymore
:
If you are currently running your own FP practice and want to transition, you can
bring your client book across and convert it into equity
within this group — creating instant ownership and scale.
What's On Offer
$160K-$170K + super + bonuses (OTE $200K++)
Direct collaboration with the Managing Director & CEO
Clear career path with equity opportunities
Professional development and mentoring support
Systemised workflow, established processes, and strong admin/paraplanning backing
Team-building events and a collaborative, values-driven culture
Contact
Carolina Castillo
for a confidential discussion or send a DM.
Unlock job insights
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Your application will include the following questions:
How many years' experience do you have as a financial adviser? What's your expected annual base salary?
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