Join an award-winning national advisory firm with a fantastic reputation for delivering client-first, holistic financial advice. Located in the heart of the Eastern Suburbs, this self-licensed boutique firm offers an exceptional opportunity for an experienced Financial Advisor to provide strategic advice to a portfolio of sophisticated clients. With strong leadership, a dedicated back-office support team, and a culture of collaboration, this role provides not only immediate rewards but also significant career growth potential within a thriving, client-focused business.

The Role:

Manage and service an established portfolio of HNW clients

Deliver comprehensive, tailored strategic financial advice

Develop and implement long-term financial strategies, covering investments, tax, retirement, and estate planning

Work closely with clients to assess their financial goals and provide expert solutions

Collaborate with an experienced team to ensure the best possible outcomes for clients

The Ideal Candidate:

Minimum of 3-5 years' experience as a Financial Planner

Strong technical expertise in holistic financial advice

Experience with complex strategies, including investments, trusts, and tax planning

FASEA qualified

What’s On Offer:

Join a well-established, high-performing Private Wealth practice with a proven track record

Competitive salary with the opportunity for substantial performance-based bonuses

Flexible working arrangements, including one day per week from home

Outstanding career development opportunities, with clear pathways for growth and advancement

A supportive, close-knit team with experienced onshore support staff

A positive, forward-thinking company culture driven by strong leadership

How to Apply:

To apply, click "Apply Now" or contact James directly at 0451 831 861 for further information. Join a business where your growth is valued and supported!