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 with onsite parking, this self-licensed national powerhouse offers an exceptional opportunity for an experienced Financial Advisor to provide strategic advice to a portfolio of 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, insurance, SMSF and estate planning

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

Work with internal referral partners to service potential new 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 practice with a proven track record

Competitive salary with the opportunity for substantial performance-based bonuses

Flexible working arrangements

Career Growth Opportunities - Become leader

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!