Financial Advisor (Ultra High Net Worth Clients)

Leading Financial Advisory Firm

Our client, a well-established Melbourne-based financial advisory firm with over 30 years of success, they are seeking a highly skilled and ambitious Financial Advisor to join their 25+ strong team.

Specialising exclusively in ultra-high net worth individuals, the firm delivers bespoke, comprehensive financial solutions, including funds management, family estate planning, large balance sheet technical analysis, and more.

Initially as the No. 2 advisor to a Director with the view to manage and take over a ultra-high net wealth client book when your ready.

The Role

This is a rare opportunity to work closely with one of the firm’s partners, receiving direct mentorship over the next 6+ months to develop your expertise in the ultra-high net worth space.

You will support a sophisticated client base, providing holistic financial advice while being groomed to eventually manage your own client book.

Delivering tailored financial strategies, including estate planning, wealth management, and technical balance sheet analysis.

Continuously developing your technical and client-facing ultra-high net wealth skills under expert guidance.

About You

You are a driven and technically proficient Financial Advisor with a passion for working with ultra high net worth clients.

Proven experience in financial services, with expertise across all aspects of financial advice (wealth management, estate planning, etc.).

A strong tax background, with deep knowledge of balance sheets and cash flow analysis, is highly desirable.

Exceptional interpersonal skills and the ability to build trust with high-calibre clients.

Ambition and a hunger for professional growth, with a desire to develop into a lead advisor role.

Salary is dependent on experience and back ground